Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Jason Bailey is a financial advisor with over 30 years of experience in the financial services industry. Phillip is currently registered with LPL Financial LLC and has previously worked with Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc., and other firms. Phillip holds a Series 63 license and a Series 6 license. Phillip is also a licensed securities agent in Mississippi and Tennessee.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
06/02/2020 - Present
LPL Financial LLC (OXFORD MS)
MS
11/02/2018 - 06/04/2020
ROYAL ALLIANCE ASSOCIATES, INC. (OXFORD MS)
MS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OXFORD MS)
MS
12/22/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OXFORD MS)
CA
10/17/1989 - 01/02/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/01/1988 - 04/25/1989
SOURCE SECURITIES, INC.
NA
09/11/1987 - 03/08/1988
SECURITIES NETWORK, INC.
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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