Bailey Bartee is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 23 years of industry experience. Bailey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7615 Colony Rd, Ste 215A, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bailey has ownership stakes in several real estate holding companies: Steamboat Concussion LLC, Cinch Ring, LLC, Vinea Capital LLC, and Vine & Branch Capital LLC. Bailey also serves as the Endowment Committee Chair for Southpark United Methodist Church, dedicating minimal time to discussing investment performance and church projects; however, Bailey spends about half their time on Vine & Branch Capital LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations40 states
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Exams
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