Carla Rae Bailey

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2026
  Lpl Financial Llc
  Tulsa, OK
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Tulsa, OK
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Tulsa, OK

Previous Registrations

• 2015-07-20 → 2026-03-03
  Lpl Financial Llc
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
• 2007-09-06 → 2015-07-21
  Edward Jones
  Jenks, OK
  St Louis, MO
  Bixby, OK
  Tulsa, OK

Other Businesses

(1)Name of Business: Address: 7047 W 176th St S, Mounds, OK, 74047, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Journey Oak Financial Address: 6305 E 120th Ct Ste J, Tulsa, OK, 74137, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsible for all activities associated with providing financial services to clients associated with Carla Bailey, financial advisor.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30
• S63 Uniform Securities Agent State Law Examination
  2006-07-27

Designations

• Certified Financial Planner

Other Names

• Carla Rae Seelig
• Carla R Bailey