Bailey Kathleen Byford

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2016
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2017 → 09/2017
  Reid, Strickland & Gillette, Llp
  Baytown, TX
• 09/2017 → 08/2025
  Edward Jones
  St. Louis, MO
• 08/2025 → Present
  Lpl Financial Llc
  Baytown, TX

Previous Registrations

• 2017-10-09 → 2025-08-18
  Edward Jones
  Baytown, TX
  Baytown, TX
  Baytown, TX
  St Louis, MO
  Mont Belvieu, TX

Other Businesses

1- 07/2025 / Texas Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnth / 37 hrs during trading / start 08/15/2025 2- 11/14/2025 - Good Life Insurance Agency - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/17/2025 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-10-07

Designations

• Certified Financial Planner

Other Names

• Bailey Kathleen Lee
• Bailey Lee