Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
7yrs
Danielle Bailey
Financial advisor at Valic Financial Advisors
Based in Allentown, Pennsylvania, Danielle Bailey is a fiduciary financial advisor with 7 years of industry experience. Danielle joined Valic Financial Advisors in 2022, after a year at IVC Wealth Advisors. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office4905 W Tilghman Suite 300, Allentown, PA 18104
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing 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.
Career
- 2022 – nowValic Financial Advisors, Inc.Current firm
- Aug 2021 – Aug 2022IVC Wealth Advisors LLCPreviously
Contact Danielle
(866) 544-4968Firm headquarters in Houston, TX. Ask for Danielle. 4905 W Tilghman Suite 300Allentown, PA 18104Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Danielle
Tailored to Danielle’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?
- 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 Danielle
How do I contact Danielle?
Call Valic Financial Advisors at (866) 544-4968 and ask for Danielle Bailey. Danielle works from the Allentown, PA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Danielle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle 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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