Philip
Bailey
Muirfield Wealth Advisors LLC
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About this Advisor
Philip Bailey is a certified financial planner working out of Charlotte, North Carolina with a total of 2 years of relevant experience. Bailey works at Muirfield Wealth Advisors LLC. Bailey has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Bailey Retirement Partners, Rental Real Estate, Non-Variable Insurance, Carroll Financial Associates Inc, Cetera Advisor Networks LLC and Muirfield Wealth Advisors LLC. Bailey maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Texas. Muirfield Wealth Advisors LLC is an advisory business that has its headquarters in Charlotte, NC. It oversees $162 million in total assets across its 405 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 405 accounts, 28% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Muirfield Wealth Advisors LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are provided. However, fee types charged by Muirfield Wealth Advisors LLC likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Muirfield Wealth Advisors LLC Brokerage Details
$162,000,000
3
405
$400,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Bailey Work History
Philip has been registered as a financial advisor for 2 years.*
Muirfield Wealth Advisors LLC
Carroll Financial Associates Inc
Cetera Advisor Networks LLC
Raymond James Financial Services Advisors, Inc
Rental Real Estate
Non-Variable Insurance
Raymond James Financial Services, Inc
Bailey Retirement Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Muirfield Wealth Advisors LLC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
