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Bailey Byford

Advisor at LPL Financial

Updated today

Location

Baytown, TX 77523

Credentials

CFP®, Series 66

Industry experience

8 years

About

Bailey Byford is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, Bailey worked at Edward Jones for eight years and has held roles at Reid, Strickland & Gillette, LLP, Charles Schwab & Co., Inc., and Texas A&M University. Bailey is also an agent with Good Life Insurance Agency, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuity sales.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

8830 Fm 3180 Rd Unit 612 F

Baytown, TX 77523

Most active in

Texas

Work history

LPL Financial LLC

2025 - Present (1 year)

Edward Jones

2017 - 2025 (8 years)

Reid, Strickland & Gillette, LLP

2017 - 2017 (1 year)

Charles Schwab & Co., Inc

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas B

Series 63, Series 66

Baytown, TX

Gulf Coast RIA

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Options & derivatives strategies Tax-loss harvesting
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Juanita F

Series 65

Baytown, TX

Texas Capital Management

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

Active portfolio management
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Ledell J

Series 63, Series 65

Baytown, TX

JI Financial Services, LLC

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

General retirement planning Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing
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Kyle P

CFP®, Series 66

Baytown, TX

Avantax Planning Partners, Inc.

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Joseph B

Series 63, Series 65

La Porte, TX

Encompass More Asset Management LLC

Joseph Barbour is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Chase, BBVA, Verity Asset Management, and Appreciation Financial. Outside of investment advisory, he is involved in insurance marketing and sales, including Medicare, annuities, and life insurance through several independent agencies. Encompass More Asset Management LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital-asset vehicles, and manages approximately $582 million for around 4,000 clients.

Private / alternative investments

Bryson S

Series 66

Mont Belvieu, TX

Edward Jones

Bryson Stacy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Flexitallic, Critical 2 Way, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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