Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Nichole McNamara is a financial professional registered in Louisiana, South Carolina, and Texas, with over 5 years of experience in the industry. Bailey is a CERTIFIED FINANCIAL PLANNER™ professional, and has passed the Series 66, Series 7, and SIE exams. Bailey is currently a Wealth Advisor at CWM, LLC DBA Carson Partners, and is also an insurance agent. Bailey has previously worked at Raymond James Financial Services, Inc., Olde Financial Group, LLC, and Financial Benefits, Inc. in Baton Rouge, LA. Bailey's specializations include providing financial planning, investment management, and other advisory services to individual clients, families, and businesses. Bailey also provides sub-advisory services for other investment advisory firms.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
SC
03/13/2023 - Present
CWM, LLC (Mauldin SC)
LA
10/30/2017 - 03/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BOTH
Issued 12/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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