Security Capital Management
46yrs
Top advisor by experience in Vienna
4yrs
Derek Bailey
Financial advisor at Commonwealth Financial Services
Derek Bailey has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Vienna, West Virginia. After a year at Arbor Point Advisors, Derek joined Commonwealth Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in Vienna, and one of 23 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office373 Timberline Parkway, Vienna, WV 26105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$437,929
Advisors at the firm14
States licensed ?1 state
Services through Commonwealth Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- 2023 – nowCommonwealth Financial ServicesCurrent firm
- Sep 2022 – Apr 2023Arbor Point AdvisorsPreviously
Contact Derek
(304) 422-3531Commonwealth Financial Services main office 373 Timberline ParkwayVienna, WV 26105Office · Get directions Facebook pageCommonwealth Financial Services
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- 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 Derek
How do I contact Derek?
Call Commonwealth Financial Services at (304) 422-3531 and ask for Derek Bailey. Derek works from the Vienna, WV office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Commonwealth Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek 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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