Kelly
Ward
Phoenix Wealth Advisors Inc
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About this Advisor
Kelly Ward is a financial advisor who works out of Chapel Hill, North Carolina with a total of 5 years of industry experience. Ward is on the advisory team at Phoenix Wealth Advisors Inc. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Raymond James Financial Services, Inc, Phoenix Financial, Inc, The Broadview Group and Phoenix Wealth Advisors. Ward has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in North Carolina. Phoenix Wealth Advisors Inc is an advisory firm based in Chapel Hill, NC. It administers $436 million in total assets among its 1,401 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,401 client accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Phoenix Wealth Advisors Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. Fees billed by Phoenix Wealth Advisors Inc can be comprised of 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
Kelly Ward Work History
Kelly has been registered as a financial advisor for 5 years.*
Raymond James Financial Services, Inc
Phoenix Financial, Inc
Phoenix Wealth Advisors
The Broadview Group
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 Kelly Ward 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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