Bailey Vansickle, financial advisor Dallas TX

Bailey Vansickle

CRD Number: 7119293
Current Firm: Visionpoint Advisory Group

Bailey Vansickle (CRD# 7119293) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Mar 2022 - Current < 1
Visionpoint Advisory Group Watertown, SD Jun 2019 - Current 3
Lpl Financial LLC Watertown, SD May 2019 - Jun 2022 3
Minnesota State University Moorhead Moorhead, MN Aug 2016 - May 2019 2
Elite Exterior Watertown, SD Sep 2009 - Oct 2018 9
Mother Of God Monastery/benet Place Watertown, SD May 2015 - Jul 2018 3
Student At Watertown School District Watertown, SD Aug 2005 - May 2016 10
Park And Rec Department Watertown, SD Jun 2011 - Aug 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
S63 Uniform Securities State Law Examination Oct 2019
Contact Info for Bailey L. Vansickle
Phone Number: 975-361-1001
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    625
    MILLIONS
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $333,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NV, NY, OH, SD, TN, TX, VA, WA, WI

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