Joseph
Bailey

Integrity Capital Management

CRD#4078666
Investment Advisor
in Kingsport, TN

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About this Advisor

Joseph Bailey is a financial advisor based in Kingsport, Tennessee, working with Integrity Capital Management. Joseph has previously held a position at Integrity Capital Management, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in North Carolina, Tennessee, and Virginia. Currently, Joseph is part of Integrity Capital Management, which operates out of Kingsport, Tennessee. The firm has 4 employees and manages assets totaling $123.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Integrity Capital Management includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

444 Clinchfield St Ste 302
Kingsport, TN 37660

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Integrity Capital Management Brokerage Details

Total Assets Under Management

$123,390,088

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

411

TN Average: 968
Average Account Size

$300,219

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Bailey Work History

2006 - Present (18 years)

Integrity Capital Management, LLC

Disclosures

Please visit the SEC profile of Joseph 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 Integrity Capital Management

Angela Williams
Kingsport, TN
Pamela Rehart
Kingsport, TN
John Atkins
Kingsport, TN
Joseph Bailey
Kingsport, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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