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Bailey Sewell

Advisor at Raymond James Financial

Updated today

Location

Lafayette, TN 37083

Credentials

Series 66

Industry experience

4 years

About

Bailey Sewell is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to his advisory career, he was employed at Sunshine Decor from 2019 to 2021. Outside of his advisory role, Sewell is an associate employee at Coffee Financial in Manchester, Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

212 Public Square

Lafayette, TN 37083

Most active in

Tennessee

Work history

Raymond James Financial Services Advisors, Inc.

2022 - Present (4 years)

Raymond James Financial Services, Inc.

2021 - Present (5 years)

Sunshine Decor

2019 - 2021 (2 years)

Student

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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