Catherine Bailey, financial advisor Roanoke IN

Catherine Bailey

CRD Number: 1121134
Current Firm: Org Partners

Catherine Bailey (CRD# 1121134) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 33 years of experience in the finance industry.

Similar Advisors
Michael Albertson, financial advisor Roanoke IN
Michael L. Albertson
CRD# 5440171
Secure Asset Management, LLC
Similar Advisors
Thomas Albright, financial advisor Roanoke IN
Thomas W. Albright
CRD# 1200534
Raymond James & Associates, Inc.
Similar Advisors
David Andersen, financial advisor Roanoke IN
David M. Andersen
CRD# 3175609
J.p. Morgan Securities LLC
Company Name Location Dates Years
Org Partners, LLC Roanoke, IN Mar 2021 - Current 3
Castleview Partners, LLC Dallas, TX Nov 2015 - Mar 2021 5
Td Ameritrade Fort Worth, TX Jun 2013 - Nov 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Catherine G. Bailey
Phone Number: 260-469-9173
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    895
    MILLIONS
  • Total Number of Accounts
    2,917
    ACCOUNTS
  • Average Account Value
    $306,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TX, VI, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Catherine Bailey and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.