Philip Bailey, financial advisor Southern Pines NC

Philip Bailey

CRD Number: 4455033
Current Firm: Charles Schwab & Company, Inc.

Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has over 5 years of experience in the finance industry.

Similar Advisors
Isaac Allen, financial advisor Southern Pines NC
Isaac R. Allen
CRD# 5829233
Stalwart Financial Planning
Similar Advisors
Stuart Augustine, financial advisor Southern Pines NC
Stuart A. Augustine
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Mark Bare, financial advisor Southern Pines NC
Mark A. Bare
CRD# 5377749
Wealthshield Partners, LLC
Company Name Location Dates Years
Charles Schwab & Company, Inc. Pinhurst, NC Dec 2018 - Current 5
Pottle Financial Services Pinehurst, NC Oct 2008 - Dec 2018 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Philip T. Bailey
Phone Number: 415-667-7000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.