Philip
Bailey

Raymond James Financial Services Advisors, Inc

CRD#1215648
Investment Advisor
in Charlotte, NC
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About this Advisor

Philip Bailey is a certified financial planner located in Charlotte, North Carolina. Currently a registered advisor at Raymond James Financial Services Advisors, Inc, they have accrued a notable 27 years of professional experience. Bailey has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Bailey is registered to work with clients in Connecticut, North Carolina and Texas. Throughout their career, Bailey has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Bailey Retirement Partners, Rental Real Estate and Non-Variable Insurance. Raymond James Financial Services Advisors, Inc is based out of Charlotte, North Carolina, and operates out of 2,040 other locations throughout the nation. As a company, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets across 280,698 accounts and employs more than 5,600 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

6827-D Fairview Road
Charlotte, NC 28210

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Philip Bailey Work History

Philip has 27 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2008 - Present (11 years)

Rental Real Estate

2005 - Present (14 years)

Non-Variable Insurance

1991 - Present (28 years)

Raymond James Financial Services, Inc

1991 - Present (28 years)

Bailey Retirement Partners

Disclosures

Philip Bailey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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