Mark
Rhoades
Phoenix Wealth Advisors Inc
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About this Advisor
Mark Rhoades is a financial advisor based in Chapel Hill, North Carolina, working with Phoenix Wealth Advisors Inc. Mark has previously held positions 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. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina, Texas, and Virginia. Currently, Mark is part of Phoenix Wealth Advisors Inc, which operates out of Chapel Hill, North Carolina. The firm has 10 employees and manages assets totaling $488.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Phoenix Wealth Advisors Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Phoenix Wealth Advisors Inc Brokerage Details
$488,362,265
10
1,434
$340,559
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
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
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
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