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Bailey Vance

Investment adviser representative at Canterbury Capital Wealth Management in Tuscaloosa, AL

Investment adviser registrationUpdated

Bailey Vance is an investment adviser representative at Canterbury Capital Wealth Management, LLC, an investment adviser managing $132M, and works from its Tuscaloosa, AL office. Bailey Vance has been registered through Canterbury Capital Wealth Management since 5 March 2026, has 0 years in the industry across 1 firm and has passed the SIE, Series 7TO and Series 66.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Bailey Vance has been an investment adviser representative at Canterbury Capital Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.

Canterbury Capital Wealth Management, LLC is a Tuscaloosa, AL firm with $132M under management, 305 clients and 2 advisers across 2 offices, as of its August 2026 filing.

  1. – present · under a year
    Tuscaloosa, AL · Adviser representative · Firm CRD 337758

Credentials and registrations

Investment adviser representative registrations

Bailey Vance is registered as an investment adviser representative in Alabama, since March 2026.

  • AlabamaSince 5 March 2026

Examinations

Series 6619 December 2025
Name
Uniform Combined State Law Examination
Series 7TO19 August 2025
Name
General Securities Representative Examination
SIE7 May 2025
Name
Securities Industry Essentials Examination

Key facts

Full name
Bailey Alexander Vance
CRD
7911216
Office
302 MERCHANTS WALK, SUITE 250, Tuscaloosa, AL 35406
Registration
Investment adviser registration
In the industry since
February 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bailey Vance work?

Bailey Vance is an investment adviser representative registered through Canterbury Capital Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Bailey Vance a financial advisor?

Yes. Bailey Vance has a current investment-adviser registration in Alabama, through Canterbury Capital Wealth Management since March 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Bailey Vance have?

Bailey Vance has 0 years in the financial industry, since February 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Bailey Vance passed?

Bailey Vance has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Bailey Vance based?

Bailey Vance’s registered office is in Tuscaloosa, AL.

Source: IAPD individual record, checked 22 October 2026

Is Bailey Vance registered with FINRA?

No. Bailey Vance has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Bailey Vance’s record?

Search CRD 7911216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bailey Vance’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Canterbury Capital Wealth Management

Sources

  1. IAPD individual record, CRD 7911216, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Canterbury Capital Wealth Management, LLC, filed 17 August 2026. Executive officers and direct owners; this person is not among them.