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Harrison Nicholas Bailey

TOWNSEND FINANCIAL PLANNING, LLC·MT. STERLING, Kentucky
Series 65Clean record6 years registeredTOWNSEND FINANCIAL PLANNING, LLC
36 EAST MAIN STREET, MT. STERLING, KY 40353CRD# 7181878Firm CRD# 141571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harrison Nicholas Bailey · MT. STERLING, KY
Registration
CRD #7181878 · TOWNSEND FINANCIAL PLANNING, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

TOWNSEND FINANCIAL PLANNING
Sep 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 23, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWNSEND FINANCIAL PLANNING, LLC
CRD 141571 · SEC 801-130686
AUM
$116M
Regulatory assets under management
Employees
5
468 client accounts
Services offered by TOWNSEND FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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05

Frequently Asked Questions

What services does Harrison Nicholas Bailey offer?
Harrison Nicholas Bailey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. STERLING, Kentucky for a consultation.
What are Harrison Nicholas Bailey's credentials?
Harrison Nicholas Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harrison Nicholas Bailey located?
Harrison Nicholas Bailey is based in MT. STERLING, Kentucky, working with TOWNSEND FINANCIAL PLANNING, LLC. Their office serves clients in the MT. STERLING metropolitan area and surrounding communities.
How does Harrison Nicholas Bailey charge for services?
Harrison Nicholas Bailey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of asset under another trust company's management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND FINANCIAL PLANNING, LLC?
TOWNSEND FINANCIAL PLANNING, LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND FINANCIAL PLANNING, LLC

Melody Jo Townsend
MT. STERLING, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
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City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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