Charles Bailey, financial advisor Houghton MI
93 score

Charles Bailey

CRD Number: 3038955
Current Firm: Horter Investment Management, LLC

Charles Bailey (CRD# 3038955) is an Investment Advisor Representative working at Horter Investment Management, LLC in Houghton, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Apr 2012 - Current 4
Keweenaw Benefits Houghton, MI Oct 1996 - Current 20
Party Sounds Houghton, MI Jan 1990 - Current 26
Packerland Brokerage Services Inc. Green Bay, WI Apr 1998 - Dec 2011 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Charles E. Bailey
Phone Number: 513-984-9933
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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