DB
DB

Daniel Russell Bailey

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1755 Oregon Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is a fixed insurance agent, dedicating minimal time to sales and services. He also manages client accounts as part of Faithward Advisors LLC, a role that takes nearly all of his time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
American Portfolios Financial Services, INC.Broker
October 2011 - October 2024 · 13 yrs
AXA Advisors, LLC
June 2004 - September 2011 · 7 yrs 3 mos
AXA Advisors, LLC
July 2002 - December 2003 · 1 yr 5 mos
AXA Advisors, LLCBroker
September 1992 - September 2011 · 19 yrs
The Equitable Life Assurance Society of the United StatesBroker
September 1992 - January 2000 · 7 yrs 4 mos
Guardian Investor Services CorporationBroker
June 1988 - September 1992 · 4 yrs 3 mos
State Registrations15 states
AKCADEFLIAMAMDMIMONJNYPATXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Russell Bailey - Financial Advisor | TrueAdvisor