UBS Financial Services
47yrs
Top advisor by experience in Greensboro
42yrs
John Bailey has worked in the financial industry for 42 years and is a financial advisor based in Greensboro, North Carolina. John has been with Ameriprise Financial Services since 2001. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in North Carolina
Office401 N Edgeworth St Suite A, Greensboro, NC 27401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2001 – nowAmeriprise Financial Services, LLCCurrent firm
Contact John
Local office(336) 315-9410Ask for John. (612) 671-3131Main office · Minneapolis, MN 401 N Edgeworth St Suite AGreensboro, NC 27401Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (336) 315-9410 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for John Bailey.
How long has John been a financial advisor?
John has been in the industry since 1984, about 42 years. Top 2% by experience in North Carolina.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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