Mark
Rhoades
Phoenix Wealth Advisors Inc
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About this Advisor
Mark Rhoades is a certified financial planner working out of Chapel Hill, North Carolina with 7 years of relevant experience. Rhoades is currently employed by Phoenix Wealth Advisors Inc. Throughout their career, Rhoades has worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Phoenix Wealth Advisors, Inc, Broadview Group LLC, Phoenix Wealth Advisors, Rhoades Properties LLC and Hoenix Wealth Advisors. Rhoades has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina, Texas and Virginia. Phoenix Wealth Advisors Inc is a company operating out of Chapel Hill, NC. It manages $436 million in total assets between its 1,401 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 1,401 accounts, 42% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a wide array 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. Financial management fees usually depend on the type of services. However, fee types charged by Phoenix Wealth Advisors Inc likely include 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
Mark Rhoades Work History
Mark has been registered as a financial advisor for 7 years.*
Phoenix Wealth Advisors, Inc
Phoenix Wealth Advisors
Hoenix Wealth Advisors
Raymond James Financial Services, Inc
Broadview Group LLC
Rhoades Properties LLC
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 Mark Rhoades 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
