Bailey Yates (CRD# 7792241) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Versant Capital Management, Inc. | Phoenix, AZ | Oct 2022 - Current | 1 |
| Versant Capital Management | Phoenix, AZ | Jun 2022 - Oct 2022 | < 1 |
| Bobby Q Great Steaks Real Bbq | Phoenix, AZ | Aug 2019 - Sep 2022 | 3 |
| Arizona State University | Tempe, AZ | Aug 2019 - May 2022 | 2 |
| Homegoods | Scottsdale, AZ | Feb 2019 - Aug 2019 | < 1 |
| Paradise Valley Community College | Phoenix, AZ | Aug 2018 - Aug 2019 | 1 |
| Web.com | Scottsdale, AZ | Feb 2018 - Aug 2018 | < 1 |
| University Of Arizona | Tuscon, AZ | Aug 2016 - Feb 2018 | 1 |
| Central Highschool | Independence, OR | Sep 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- AZ
- TX
-
Total Assets Under Management900MILLIONS
-
Total Number of Accounts15,605ACCOUNTS
-
Average Account Value$57,705
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, IL, MN, NC, NE, NH, NY, OR, TN, TX, WA
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