Kelly A Ward
Investment adviser representative at Phoenix Wealth Advisors Inc.
10 yearsExperience
1 stateRegistered in
$641.4MFirm assets
24 yearsFirm in business
Are you Kelly A Ward? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Phoenix Wealth Advisors Inc.May 2018 to now
- Phoenix Financial, Inc.Oct 2016 to now
- Raymond James Financial Services, IncOct 2016 to now
- The Broadview GroupOct 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Phoenix Wealth Advisors Inc.
$641.4MAssets managed
1,592Clients
7Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4056006
- Firm CRD
- 118412