James A. Bailey, CFP^®

CPA

Financial Advisor

Ameriprise Financial

7917 Snook Hook Tr
Austin, TX 78729

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We have two ways to help our clients: 1. A fixed fee for advise only. 2. We assist in placing the financial and insurance products in place to make the plan come alive and are compensated through commissions.

Minimums

HOUSEHOLD INCOME MINIMUM

$80,000

Investable Asset Minimum

$100,000

My Links

Jim Bailey Website

General

James Bailey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Austin, TX and the surrounding communities.

Financial Advisor Overview

We follow a solid financial planning process that assures we do not miss important issues around our client's financial goals.

Financial Advisor Experience

33 years of helping individuals, families and business owners identify their goals and build sound flexible strategies to reach those goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Getting Married, Identity Theft, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances