Charles
Bailey
Fidelity Personal And Workplace Advisors
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About this Advisor
Charles Bailey is a financial advisor based in Huntersville, North Carolina, working with Fidelity Personal And Workplace Advisors. Charles has previously held positions at Chatham County Schools, Lowes Home Improvement, Grandfather Golf And Country Club, Pedalin Pig Boone, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Guardian Life Insurance Company, Park Avenue Securities LLC, and Fidelity Investments. Charles has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Charles is part of Fidelity Personal And Workplace Advisors, which operates out of Huntersville, North Carolina. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Charles Bailey Work History
Fidelity Investments
Guardian Life Insurance Company
Park Avenue Securities LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Pedalin Pig Boone
Northwestern Mutual Life Insurance Company
Student
Grandfather Golf And Country Club
Lowes Home Improvement
Chatham County Schools
Student
Chatham County Schools
Student
Chatham County Schools
Student
Student
Disclosures
Please visit the SEC profile of Charles Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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