Phoenix Portfolio Management Services

Phoenix Portfolio Management Services (CRD# 136421) is a financial advisory firm headquartered in Lincoln, CA. They serve the financial needs of clients across 1 states (or territories).

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
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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

Financial Advisors at Phoenix Portfolio Management Services
Showing 1 - 1 of 1 top financial advisors.
1
Victor V. James
CRD#: 2123742
295 Marigold Ln, Lincoln, CA 95648
93
Wealthminder
score

Victor James (CRD# 2123742) is an Investment Advisor Representative working at Phoenix Portfolio Management Services in Lincoln, CA and has over 24 years of experience in the finance industry.

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