Phoenix Wealth Advisors, Inc.
Financial Services
100 Europa Dr
8 employees
COMPO
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Phoenix Wealth Advisors, Inc. Overview
- Headquarters
- 100 Europa Dr
- Website
- www.pfinx.com
- Industry
- Financial Services
- Employees
- 8
- Stock Symbol
- COMPO
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Phoenix Wealth Advisors, Inc.
We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate to help you accomplish your financial dreams and goals. Working with any of us means you have an office of intellectual capital behind you, leveraging our collective experience to provide sound, comprehensive financial guidance. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Phoenix Wealth Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Phoenix Wealth Advisors, Inc ("PWA") is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about PWA, including its investment strategies and objectives, can be obtained by visiting www.pfinx.com. A copy of PWA’s ADV is available, without charge, upon request
Phoenix Wealth Advisors, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Phoenix Wealth Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mike Jackson | Chief Investment Officer | Raleigh-durham-chapel Hill Area, United States |
Email
Phone
|
| Mark Rhoades, Cfp®, Crps®, Cpfa® | Managing Partner, Phoenix Wealth | Chapel Hill, North Carolina, United States |
Email
Phone
|
| William Farley | Financial Advisor, Rjfs at Phoenix | Chapel Hill, North Carolina, United States |
Email
Phone
|
| Malcolm Migel | Chief Compliance Officer at Phoenix | Kernersville, North Carolina, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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