Bailey Mcnamara is a CFP-designated registered investment advisor, based in Mauldin, SC, with 8 years of industry experience. Bailey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Mauldin, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bailey is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. Bailey also works full-time as a wealth advisor for CWM, LLC (DBA Carson Partners, Carson Group Holdings, and Carson Wealth-The Shobe Financial Group), providing advisory and brokerage services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
The Shobe Financial Group
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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