Anna BaileyCRD Number: 6174021
Current Firm: Cetera Advisor Networks LLC
Anna Bailey (CRD# 6174021) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Sheridan, WY and has over 8 years of experience in the finance industry. Anna Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
Eagle Strategies LLC
|Cetera Advisor Networks||El Segundo, CA||Oct 2020 - Current||2|
|Sage Investment Strategies||Sheridan, WY||Oct 2020 - Current||2|
|Cloud Peak Volleyball Club||Sheridan, WY||Apr 2021 - May 2021||< 1|
|Lpl Financial LLC||Sheridan, WY||Mar 2018 - Sep 2020||2|
|First Interstate Bank||Sheridan, WY||Mar 2018 - Sep 2020||2|
|Stifel Nicolaus & Co Inc.||Sheridan, WY||Apr 2016 - Mar 2018||1|
|Investment Centers Of America||Bismarck, ND||Sep 2014 - Mar 2016||1|
|First Northern Bank Of Wyoming||Sheridan, WY||Mar 2013 - Mar 2016||3|
|Investment Centers Of America||Sheridan, WY||Mar 2013 - Aug 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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