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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 50-75%.

Reported ownership

Owns 50-75% 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 50-75%.

Perspective Wealth Partners, LLC

TitleManaging Member/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2006
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