Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
20yrs
Noah Bailey is a fiduciary financial advisor in Tacoma, Washington, with 20 years in the industry. After 15 years at Waddell & Reed, Noah joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 64% of advisors in Washington
Office1102 Broadway, Suite 300, Tacoma, WA 98402
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2006 – 2021Waddell & ReedPreviously
Contact Noah
1102 Broadway, Suite 300Tacoma, WA 98402Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Noah
Tailored to Noah’s registration and firm.
- 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?
- 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 Noah
How do I contact Noah?
Call LPL Financial at (704) 733-3300 and ask for Noah Bailey. Noah works from the Tacoma, WA office.
How long has Noah been a financial advisor?
Noah has been in the industry since 2006, about 20 years. More experience than 64% of advisors in Washington.
What licenses does Noah hold?
Series 66. Tap any license on this page to see what it allows.
Is Noah a fiduciary?
Noah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Noah paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Noah 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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