Philip T. Bailey

Independent Branch Leader and Financial Consultant

+1 910-684-4965

Financial credentials

  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


20 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
  • Financial Adviser, PFS Financial Services, 2008-2018
  • Financial Adviser, Securian Financial, 2006-2008
  • Financial Consultant, AG Edwards, 2004-2006


  • BA, Wofford College
  • Executive Certificate in Certified Financial Planning, Duke University

Personal interests and affiliations

  • Sandhills Rotary Club, Past-President, Board of Directors
  • Sandhills Children's Center, Board of Directors
  • Autism Speaks, Volunteer Advocacy Ambassador NC Representative

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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