Anna Bailey (CRD# 6174021) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sheridan, WY and has over 9 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.
CRD# 3114619
D.a. Davidson & Company
CRD# 3123336
U.s. Bancorp Investments, Inc.
CRD# 5460750
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forever Sunrise, Inc. | Sheridan, WY | Nov 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2020 - Current | 3 |
| Sage Investment Strategies | Sheridan, WY | Oct 2020 - Current | 3 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
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