Phoenix Financial Inc.
Phoenix Financial Inc. (CRD# 118412) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $174,691,302 in 322 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management175MILLION
Total Number of Accounts322ACCOUNTS
Average Account Value$542,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NC, TX, VA
Michele Nettesheim (CRD# 4866891) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 12 years of experience in the finance industry. Michele Nettesheim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Farley (CRD# 1261787) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 32 years of experience in the finance industry.