Guillermo Bailey (CRD# 5233546) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village, CO | Sep 2021 - Current | 2 |
| Principal Life Insurance Company | Omaha, NE | Sep 2018 - Sep 2021 | 3 |
| Principal Securities Inc. | Omaha, NE | Mar 2016 - Sep 2021 | 5 |
| Principal Life Insurance Company | Des Moines, IA | Apr 2013 - Sep 2018 | 5 |
| Princor Financial Services Corporation | Des Moines, IA | May 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- NE
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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