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Catherine Gaynell Bailey

ORG WEALTH PARTNERS LLC·DALLAS, Texas
Clean recordORG WEALTH PARTNERS LLC
5001 SPRING VALLEY RD, DALLAS, TX 75244CRD# 1121134Firm CRD# 330923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Gaynell Bailey · DALLAS, TX
Registration
CRD #1121134 · ORG WEALTH PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Gaynell Bailey is a registered financial advisor based in DALLAS, Texas, affiliated with ORG WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Fee-Only Advisory
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ORG WEALTH PARTNERS LLC
ORG WEALTH PARTNERS
AUM
$248M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ORG WEALTH PARTNERS LLC →
Services
Financial planning
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1121134
Firm CRD# 330923
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Gaynell Bailey offer?
Catherine Gaynell Bailey specializes in Financial Planning, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Catherine Gaynell Bailey's credentials?
Catherine Gaynell Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Gaynell Bailey located?
Catherine Gaynell Bailey is based in DALLAS, Texas, working with ORG WEALTH PARTNERS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Catherine Gaynell Bailey charge for services?
Catherine Gaynell Bailey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORG WEALTH PARTNERS LLC?
ORG WEALTH PARTNERS LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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