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).
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Total Assets Under Management488MILLION
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Total Number of Accounts1,434ACCOUNTS
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Average Account Value$340,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
CA, FL, GA, MD, NC, NH, NY, PA, SC, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.