Patrick
Bailey

Northwestern Mutual Investment Services, LLC

CRD#6151125
Investment Advisor
in Houston, TX

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About this Advisor

Patrick Bailey is a financial advisor who works in Houston, Texas, who has 8 years of industry experience. Bailey currently works for Northwestern Mutual Investment Services, LLC. Over the course of their career, they have held roles at Bashaw & Atherton, Lpl Financial LLC, Ubs Financial Services Inc, Bashaw And Atherton Lpl Financial, Jeff Reeter, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company and Northwestern Mutual Wealth Management Company. Bailey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Texas. Northwestern Mutual Investment Services, LLC is a registered investment company operating out of Milwaukee, WI. Northwestern Mutual Investment Services, Llc offers other services. Fees for financial management typically vary depending on which services are provided. Fees billed by Northwestern Mutual Investment Services, LLC most likely are comprised of any combination of fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

1 Riverway Ste 900
Houston, TX 77056

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

TX Average: 43

Investment Advisory Services

  • Other

Patrick Bailey Work History

Patrick has been registered as a financial advisor for 8 years.*

2018 - Present (6 years)

Northwestern Mutual Wealth Management Company

2017 - Present (7 years)

Northwestern Mutual Life Insurance Company

2015 - Present (9 years)

Northwestern Mutual Investment Services LLC

2015 - 2017 (2 years)

Jeff Reeter

2014 - 2015 (1 year)

Ubs Financial Services Inc

2013 - 2014 (1 year)

Lpl Financial LLC

2012 - 2014 (2 years)

Bashaw & Atherton

2012 - 2014 (2 years)

Bashaw And Atherton Lpl Financial

*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 Patrick 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 Northwestern Mutual Investment Services,LLC

Wesley Hardy
Manchester, NH
Karolyn Wotring
Boca Raton, FL
John Rhett
Atlanta, GA
Trevor Conti
Middleton, WI
Sandeep Gupta
Manhattan Beach, CA
Thomas Powers
Vernon Hills, IL
Dawn Hansen
Chesterfield, MO
Petio Neykov
Chicago, IL

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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