Unclaimed
Bailey Marget Thornton is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA. Bailey has been in the industry since April 2018 and has a Series 7, Series 66, and SIE license. Bailey holds a Certified Financial Planner designation and specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Prior to joining Kinloch Capital, Bailey was an advisor at Davenport & Company LLC. Bailey has experience in the financial services industry and is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/06/2023 - Present
Kinloch Capital, LLC (GLEN ALLEN VA)
VA
04/24/2018 - 01/03/2023
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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