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Mark I Bailey

Select Wealth Advisers

2450 St. Rose Pkwy, Suite 210

Henderson, NV 89074

702-888-3280

About Select Wealth Advisers

Full Service Financial Advisory firm specializing in portfolio management and retirement income planning.

General Information

Firm Start Year

2012

No.of Employees

5-9

CRD#

6040900

Firm CRD#

171991

Years of Experience in Financial Services

10

Number of Years with Current Firm

2

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

Korean

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Services

Investment Types

Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Video Conference, Via Phone, Your Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health

Firm Information

Assets Managed by Firm

$105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions