Phoenix Financial Solutions, Inc.

Phoenix Financial Solutions, Inc. (CRD# 148796) is a financial advisory firm headquartered in Greensboro, NC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3817 Lawndale Drive, Suite A-1, Greensboro, NC 27455
http://www.thinkpfs.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Phoenix Financial Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Wendell Jones, financial advisor Greensboro NC
Wendell P. Jones
CRD#: 2963238
3817 Lawndale Drive, Suite A-1, Greensboro, NC 27455

Wendell Jones (CRD# 2963238) is an Investment Advisor Representative working at Phoenix Financial Solutions, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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