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Bailey Smith

Financial advisor at Raymond James Financial Services Advisors

Bailey Smith is a fiduciary financial advisor in San Angelo, Texas, registered since Jun 2026. Bailey joined Raymond James Financial Services Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 81 advisors with offices in San Angelo, and one of 69 fiduciaries.

San Angelo, TX 76903Fiduciary advisor

At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office4180 S Jackson St, San Angelo, TX 76903
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

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

  1. Jun 2026 – now

Questions to ask Bailey

Tailored to Bailey’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Bailey

How do I contact Bailey?

Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Bailey Smith. Bailey works from the San Angelo, TX office.

How long has Bailey been a financial advisor?

Bailey is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does Bailey hold?

Series 66. Tap any license on this page to see what it allows.

Is Bailey a fiduciary?

Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bailey paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Bailey 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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