Unclaimed
Harrison Bailey is a Certified Financial Planner™ and has been in the financial services industry since 2013. Harrison is a Registered Investment Advisor in Kentucky and Florida and is currently employed by Townsend Financial Planning. Harrison has a background in finance and has experience in various financial service roles. Harrison is committed to providing personalized financial planning services to individuals and families.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
% of asset under another trust company's management
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2
KY
01/10/2025 - Present
Townsend Financial Planning (MT. STERLING KY)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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