James McCormick Bailey
Managing Member/Chief Compliance OfficerPerspective Wealth Partners, LLCCRD 5125409
About James McCormick Bailey
James McCormick Bailey is listed as Managing Member/Chief Compliance Officer at Perspective Wealth Partners, LLC in Boise, ID. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Perspective Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James McCormick Bailey work?
James McCormick Bailey is listed as Managing Member/Chief Compliance Officer at Perspective Wealth Partners, LLC on SEC Form ADV.
How much of Perspective Wealth Partners, LLC does James McCormick Bailey own?
Form ADV reports a beneficial ownership band of 25-50%.
Perspective Wealth Partners, LLC
| Title | Managing Member/Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2006 |