Allison Fry (CRD# 6322195) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services, Inc. | Chapel Hill, NC | Mar 2020 - Current | 4 |
Phoenix Wealth Advisors | Chapel Hill, NC | Mar 2020 - Current | 4 |
Magic Ears | Haw River, NC | Jul 2018 - Jan 2021 | 2 |
Wells Fargo Clearing Services, LLC | Raleigh, NC | Jun 2019 - Feb 2020 | < 1 |
Unemployed | Haw River, NC | May 2018 - Jul 2018 | < 1 |
Raymond James & Associates | Greenville, NC | Apr 2014 - Apr 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2015 |
S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NC
-
Total Assets Under Management488MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
-
Average Account Value$340,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, MD, NC, NH, NY, PA, SC, TX, VA, WA
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