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Credentials
Series 66
Experience Industry experience
4 years
Location
Lafayette, TN 37083
Raymond James Financial
Institution
Bailey Sewell is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Sewell worked at Sunshine Decor. He is also an associate at Coffee Financial, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools to tailor non-discretionary advice aligned with client goals.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Lafayette, TN
212 Public Square
Lafayette TN 37083
Advisors at this office
1
Tennessee
4 years of industry experience
Raymond James Financial Services Advisors, Inc.
2022 - Present • 4 years
Lafayette, TN
Raymond James Financial Services, Inc.
2021 - Present • 5 years
Lafayette, TN
Sunshine Decor
2019 - 2021 • 2 years
Lafayette, TN
Student
2011 - 2019 • 8 years
Lafayette, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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