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Michelle Bailey

Advisor at LPL Financial

Updated today

Location

Cleveland, MS 38732

Credentials

Series 63, Series 65

Industry experience

27 years

About

Michelle Bailey is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Investacorp. Outside of her advisory role, she is involved in tax preparation and accounting through a CPA firm in Cleveland, MS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions supported by an in-house research team.

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

3513 Highway 8

Cleveland, MS 38732

Most active in

Mississippi

Work history

LPL Financial

2024 - Present (2 years)

OSAIC

2024 - 2024 (1 year)

OSAIC

2024 - 2024 (1 year)

Securities America Advisors, Inc.

2020 - 2024 (4 years)

SECURITIES AMERICA, inc.

2020 - 2024 (4 years)

Investacorp

2010 - 2020 (10 years)

Disclosures

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

Business activities & affiliations

user avatar

Gary G

Series 63

Cleveland, MS

Gainspoletti Wealth Planners

Gary Gainspoletti is a financial advisor with Gainspoletti Wealth Planners in Cleveland, MS, holding a Series 63 designation and 29 years of industry experience. He has worked at Raymond James Financial Services Advisors and operates Gainspoletti and Associates, CPA, LLC, a public accounting and tax planning firm. Gainspoletti serves as an Alderman at Large for the City of Cleveland, Mississippi, an elected position with policy-making responsibilities. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and Efficient Market Hypothesis, utilizing strategic asset allocations and third-party model managers, along with customized client reporting and participant education services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar

James G

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

James Gainspoletti is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Gainspoletti Wealth Planners. His prior roles include positions at Raymond James Financial Services and Gainspoletti & Associates. He is also a CPA providing tax and accounting services outside of his advisory work. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and other financial principles, utilizing strategic asset allocations and third-party model managers, with a focus on tailored client service and periodic performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Brandyn S

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

Brandyn Skeen is a CFP® professional with 14 years of industry experience, currently serving at Gainspoletti Wealth Planners in Cleveland, MS. He has held roles at Raymond James Financial Services Advisors Inc. and Gainspoletti Financial Services, among others. Outside of his advisory work, he is also employed in an accounting/CPA capacity with Gainspoletti & Associates. Gainspoletti Wealth Planners provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios guided by Modern Portfolio Theory and factor-model principles, frequently using co-advisory arrangements and third-party managers to tailor strategies to client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Peyton C

Series 66

Cleveland, MS

LPL Financial

Peyton Chambers is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Investacorp Inc., and served in roles at Delta State University and Mississippi Delta Community College. Outside of his advisory work, he operated C&C Lawn Care LLC for seven years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dena W

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Dena Weeks is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cleveland, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Raymond James since 2015 and is also an associate at Barfield Salley and Associates, PLLC, where she is involved in tax return preparation. Additionally, she owns Golden Harvest Financial Services, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting, with a notable emphasis on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Henry N

Series 63, Series 66

Cleveland, MS

Edward Jones

Henry Nohsey Jr. is a financial advisor with Edward Jones in Cleveland, MS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he is involved in thoroughbred racehorse ownership and operates a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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