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Lisa Marie Bailey

Raymond James & Associates, Inc.

Birmingham, MI

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • MI RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comerica Securities, Inc. Bloomfield Hills MI 02/2017 11/2023
N/A - Unemployed N/A MI 09/2016 01/2017
Comerica Bank Bloomfield Hills MI 03/2018 11/2023
Ameriprise Financial Services, Llc Bloomfield Hills MI 11/2023 01/2026
Raymond James & Associates Birmingham MI 01/2026 Present
  • 02/2017 → 11/2023
    Comerica Securities, Inc.
    Bloomfield Hills, MI
  • 09/2016 → 01/2017
    N/A - Unemployed
    N/A, MI
  • 03/2018 → 11/2023
    Comerica Bank
    Bloomfield Hills, MI
  • 11/2023 → 01/2026
    Ameriprise Financial Services, Llc
    Bloomfield Hills, MI
  • 01/2026 → Present
    Raymond James & Associates
    Birmingham, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-30
S63 Uniform Securities Agent State Law Examination 1987-01-09
  • S65 Uniform Investment Adviser Law Examination
    1999-08-30
  • S63 Uniform Securities Agent State Law Examination
    1987-01-09
Other Names
  • Lisa Marie Beard
  • Lisa M Bailey
  • Lisa Bailey

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

More in Birmingham, MI

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