Georgios
Livanos
Phoenix Wealth Advisors Inc
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About this Advisor
Georgios Livanos is a financial advisor working in Chapel Hill, North Carolina with a total of 7 years of industry experience. Livanos is currently employed by Phoenix Wealth Advisors Inc. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Phoenix Wealth Advisors, Inc, Raymond James Financial Services, Inc and Phoenix Financial, Inc. Livanos holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina, Texas and Virginia. Phoenix Wealth Advisors Inc is a registered investment firm that has its headquarters in Chapel Hill, NC. It oversees $436 million in total assets across its 1,401 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,401 client accounts, 42% are held by high-net-worth individuals who have more than $1 million in assets. Phoenix Wealth Advisors Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Phoenix Wealth Advisors Inc likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Phoenix Wealth Advisors Inc Brokerage Details
$436,211,964
10
1,401
$311,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Georgios Livanos Work History
Georgios has been registered as a financial advisor for 7 years.*
Phoenix Wealth Advisors, Inc
Raymond James Financial Services, Inc
Phoenix Financial, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Georgios Livanos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Phoenix Wealth Advisors Inc
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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