Ellen Bailey is a CFP-designated registered investment advisor, based in Durham, NC, with 16 years of industry experience.
Location
280 S Mangum St, Ste 550, Durham, NC, 27701-3676
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ellen works as an investment advisor representative for Verity Asset Management, dedicating full-time hours. She is also a managing member of Blue Heron Landing, LLC, a board member for North Carolina State Employees Credit Union, Inc., and an independent contractor for Advisor Share, LLC selling insurance and annuity products.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.