Kevin Bailey (CRD# 1490570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 18 years of experience in the finance industry. Kevin Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Phoenix, AZ | Apr 2014 - Current | 9 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix, AZ | Jul 2018 - Jan 2023 | 4 |
| Charles Schwab Bank | Oxnard, CA | Apr 2014 - Jul 2018 | 4 |
| Ent Federal Credit Union | Colorado Springs, CO | Oct 2005 - Apr 2014 | 8 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2005 - Apr 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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