Philip
Bailey
Muirfield Wealth Advisors LLC
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About this Advisor
Philip Bailey is a financial advisor based in Charlotte, North Carolina, working with Muirfield Wealth Advisors LLC. Philip has previously held positions 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. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Philip is part of Muirfield Wealth Advisors LLC, which operates out of Charlotte, North Carolina. The firm has 4 employees and manages assets totaling $189.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Muirfield Wealth Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Muirfield Wealth Advisors LLC Brokerage Details
$189,100,000
4
420
$450,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Bailey Work History
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
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 6/19/2024. 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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