Catherine
Bailey
Org Partners
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About this Advisor
Catherine Bailey is a financial advisor based in Roanoke, Indiana, working with Org Partners. Catherine has previously held positions at Td Ameritrade, Castleview Partners, LLC, and Org Partners, LLC. Catherine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Catherine is part of Org Partners, which operates out of Roanoke, Indiana. The firm has 11 offices and 22 employees. The firm manages assets totaling $983.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Org Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Org Partners Brokerage Details
$983,937,880
22
3,016
$326,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Catherine Bailey Work History
Org Partners, LLC
Castleview Partners, LLC
Td Ameritrade
Disclosures
Please visit the SEC profile of Catherine Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Org Partners
Dallas, TX
Roanoke, IN
Roanoke, IN
Roanoke, IN
Roanoke, IN
Dallas, TX
Brunswick, OH
Roanoke, IN
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