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AF

Allison M. Fry

PHOENIX WEALTH ADVISORS
Chapel Hill, NC 27517
Some features on this profile are disabled
CRD#: 6322195
AF

Professional summary

Allison Marie Fry, who also goes by Allison Marie Adams, Allie Fry, is a registered financial advisor currently at PHOENIX WEALTH ADVISORS INC. located in Chapel Hill, North Carolina and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Chapel Hill, North Carolina.

Allison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Allison has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allison Marie Adams | Allie Fry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Phoenix Wealth Advisors Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517-2395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Planning Associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Marie Fry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 4, 2020 - Present

PHOENIX WEALTH ADVISORS INC.

Office #1: 100 Europa Drive Suite 390, Chapel Hill, NC 27517
RIA
CRD#: 118412
Chapel Hill, NC
Current

March 11, 2020 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 100 Europa Drive Suite 390, Chapel Hill, NC 27517
BD
CRD#: 6694
Chapel Hill, NC
Past

June 3, 2019 - March 3, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHAPEL HILL, NC
Past

June 3, 2019 - March 3, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHAPEL HILL, NC
Past

December 9, 2016 - May 3, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
GREENVILLE, NC
Past

July 17, 2015 - May 3, 2018

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
GREENVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PHOENIX WEALTH ADVISORS INC.
PHOENIX FINANCIAL INC. | PHOENIX WEALTH ADVISORS INC.

CRD#: 118412 / SEC#: 801-60793

RIA
Registered Investment Advisory firm - (12/14/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(3/11/2020)
IAR
North Carolina
(11/4/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/20/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PHOENIX WEALTH ADVISORS INC.
PHOENIX FINANCIAL INC. | PHOENIX WEALTH ADVISORS INC.

CRD#: 118412 / SEC#: 801-60793

RIA
Registered Investment Advisory firm - (12/14/2001 Approved)
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Contact information

Main Address
100 Europa Drive Suite 390, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 929-4448
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PHOENIX 2025 ANNUAL AMEND ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,509
AUM (Assets Under Management)$ 551,004,269

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PHOENIX WEALTH ADVISORS INC.

CRD#: 118412Chapel Hill, NC 27517

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