Brittanie Bailor (CRD# 7168426) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 4 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Austin, TX | Aug 2022 - Current | 1 |
| Jpmorgan Chase Bank Na | New York, NY | Aug 2019 - May 2022 | 2 |
| Jpmorgan Securities LLC | New York, NY | Aug 2019 - May 2022 | 2 |
| Unemployed | Chicago, IL | Jul 2019 - Jul 2019 | < 1 |
| University Of Chicago - Booth School Of Business | Chicago, IL | Sep 2017 - Jun 2019 | 1 |
| Jp Morgan | New York, NY | Jun 2018 - Aug 2018 | < 1 |
| Columbia Pacfic Advisors | Seattle, WA | May 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
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Total Assets Under Management749,622MILLIONS
-
Total Number of Accounts1,153ACCOUNTS
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Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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