Philip Bailey, financial advisor Charlotte NC

Philip Bailey

CRD Number: 1215648
Current Firm: Muirfield Wealth Advisors LLC

Philip Bailey (CRD# 1215648) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 40 years of experience in the finance industry. Philip Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Muirfield Wealth Advisors LLC Charlotte, NC Sep 2021 - Current 2
Carroll Financial Associates Inc. Charlotte, NC Apr 2019 - Sep 2021 2
Cetera Advisor Networks LLC El Segundo, CA Apr 2019 - Sep 2021 2
Raymond James Financial Services Advisors, Inc. Charlotte, NC Jan 2009 - Apr 2019 10
Non-variable Insurance Charlotte, NC Nov 2005 - Apr 2019 13
Bailey Retirement Partners Charlotte, NC Oct 1991 - Apr 2019 27
Raymond James Financial Services, Inc. Charlotte, NC Sep 1991 - Apr 2019 27
Rental Real Estate Charlotte, NC Oct 2008 - Jul 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Apr 1991
Contact Info for Philip R. Bailey
Phone Number: (704) 442-0047
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $450,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

GA, NC, SC, TX, VA

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