Phoenix Financial Inc.

Phoenix Financial Inc. (CRD# 118412) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $234,505,000 in 712 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $329,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MN, NC, NY, SC, TX, VA

Financial Advisors at Phoenix Financial Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Michael D. Jackson
CRD#: 2753608
100 Europa Drive, Suite 390, Chapel Hill, NC 27517
96
Wealthminder
score

Michael Jackson (CRD# 2753608) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 21 years of experience in the finance industry.

2
Michele S. Nettesheim
CRD#: 4866891
100 Europa Drive, Suite 390, Chapel Hill, NC 27517
96
Wealthminder
score

Michele Nettesheim (CRD# 4866891) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 13 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.

3
Mark J. Rhoades
CRD#: 5098868
100 Europa Drive, Suite 390, Chapel Hill, NC 27517
96
Wealthminder
score

Mark Rhoades (CRD# 5098868) 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. Mark Rhoades 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.

4
Julie L. Crowe
CRD#: 3044085
100 Europa Drive, Suite 390, Chapel Hill, NC 27517
93
Wealthminder
score

Julie Crowe (CRD# 3044085) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 19 years of experience in the finance industry.

5
William W. Farley
CRD#: 1261787
100 Europa Dr, Ste 500, Chapel Hill, NC 27517
93
Wealthminder
score

William Farley (CRD# 1261787) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 33 years of experience in the finance industry.

6
Georgios Livanos
CRD#: 2412486
100 Europa Drive, Suite 390, Chapel Hill, NC 27517
93
Wealthminder
score

Georgios Livanos (CRD# 2412486) is an Investment Advisor Representative working at Phoenix Financial Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.