Philip Reese Bailey

Employer firm

Muirfield Wealth Advisors LLC CRD 316071

$256M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1991 → 04/2019
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 01/2009 → 04/2019
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
• 10/1991 → 04/2019
  Bailey Retirement Partners
  Charlotte, NC
• 10/2008 → 07/2018
  Rental Real Estate
  Charlotte, NC
• 11/2005 → 04/2019
  Non-Variable Insurance
  Charlotte, NC
• 04/2019 → 09/2021
  Carroll Financial Associates Inc.
  Charlotte, NC
• 04/2019 → 09/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2021 → Present
  Muirfield Wealth Advisors Llc
  Charlotte, NC

Previous Registrations

• 2019-04-17 → 2021-09-30
  Carroll Financial Associates Inc
  Charlotte, NC
  Charlotte, NC
• 2009-01-02 → 2019-04-15
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
• 2006-02-10 → 2009-01-02
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 2004-08-23 → 2006-02-01
  Wealthtrust Advisors
  Charlotte, NC

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-04-09
• S63 Uniform Securities Agent State Law Examination
  1983-12-28

Designations

• Certified Financial Planner

Other Names

• Phil Bailey