Phoenix Wealth Advisors Inc.

Phoenix Wealth Advisors Inc. (CRD# 118412) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $488,362,265 in 1,434 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $340,559
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, NC, NH, NY, PA, SC, TX, VA, WA

Financial Advisors at Phoenix Wealth Advisors Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Allison M. Fry
CRD#: 6322195
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

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.

2
Emma E. Jackson
CRD#: 5052924
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Emma Jackson (CRD# 5052924) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.

3
Michael D. Jackson
CRD#: 2753608
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Michael Jackson (CRD# 2753608) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 27 years of experience in the finance industry.

4
Georgios Livanos
CRD#: 2412486
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Georgios Livanos (CRD# 2412486) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 30 years of experience in the finance industry.

5
Michele S. Nettesheim
CRD#: 4866891
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Michele Nettesheim (CRD# 4866891) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry.

6
Mark J. Rhoades
CRD#: 5098868
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Mark Rhoades (CRD# 5098868) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 17 years of experience in the finance industry.

7
Kelly A. Ward
CRD#: 4056006
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Kelly Ward (CRD# 4056006) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 23 years of experience in the finance industry.

8
Peter B. Wears
CRD#: 717552
100 Europa Drive, Suite 390, Chapel Hill, NC 27517

Peter Wears (CRD# 717552) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 43 years of experience in the finance industry.

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