Harrison Bailey has been Partner/Financial Advisor of Townsend Financial Planning since January 2024, is not listed as a control person, but directly owns under 5% of the firm. Harrison Bailey studied at Morehead State University.
Townsend Financial Planning, LLC is a MT. Sterling, KY firm with $148M under management, 160 clients and 3 advisers across 3 offices, as of its May 2026 filing.
Nick Bailey is Partner and Financial Advisor of Townsend Financial Planning. He cold-called the firm during his senior year of college, which led to an internship, and he was hired immediately after graduation. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2020 and has continued to study the profession since joining the firm.
- Townsend Financial PlanningCurrent– present · 7 yearsMT. Sterling, KY · Adviser representative · Firm CRD 141571
Professional designations
Listed by Townsend Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Harrison Bailey is registered as an investment adviser representative in 2 states. The first approvals date from September 2019; the most recent is Florida, in September 2024.
- FloridaSince 13 September 2024
- KentuckySince 23 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Harrison Nicholas Bailey
- CRD
- 7181878
- Firm
- Townsend Financial Planning · CRD 141571
- Role
- Partner/Financial Advisor
- Office
- 102 SOUTH MAYSVILLE STREET, SUITE 1, MT. Sterling, KY 40353
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- townsendfinancialplanning.com
Where does Harrison Bailey work?
Harrison Bailey has been Partner/Financial Advisor of Townsend Financial Planning, LLC since January 2024.
Is Harrison Bailey a financial advisor?
Yes. Harrison Bailey has a current investment-adviser registration in Florida and Kentucky, through Townsend Financial Planning since September 2019.
How many years of experience does Harrison Bailey have?
Harrison Bailey has 7 years in the financial industry, since September 2019, across 1 adviser firm.
What exams has Harrison Bailey passed?
Harrison Bailey passed the Series 65 in August 2019.
Where is Harrison Bailey based?
Harrison Bailey’s registered office is in MT. Sterling, KY.
Is Harrison Bailey registered with FINRA?
No. Harrison Bailey has no current broker registration.
Is Harrison Bailey a CFP?
Townsend Financial Planning lists Harrison Bailey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Nick Bailey biography, townsendfinancialplanning.com
How can I verify Harrison Bailey’s record?
Search CRD 7181878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harrison Bailey’s full registration record.