Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
40yrs
Mark Bailey is a financial advisor in Beachwood, Ohio, with 40 years in the industry. After two years at Raymond James Financial Services Advisors and five years at Morgan Stanley, Mark joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience40 years (since 1987)
How that compares ?Top 3% by experience in Ohio
Office3201 Enterprise Parkway Suite 400 [Satellite], Beachwood, OH 44122
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Jan 2022 – Sep 2023
- 2015 – 2022
- 2010 – 2015Morgan StanleyPreviously
- Jan 2010 – Mar 2010UBS Financial Services Inc.Previously
- 1996 – 2008LPL Financial LLCPreviously
Contact Mark
3201 Enterprise Parkway Suite 400 [Satellite]Beachwood, OH 44122Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Mark Bailey. Mark works from the Beachwood, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1987, about 40 years. Top 3% by experience in Ohio.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark 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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