Allison Marie Fry
Investment adviser representative at Phoenix Wealth Advisors Inc.
12 yearsExperience
1 stateRegistered in
$641.4MFirm assets
24 yearsFirm in business
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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
12 years in the industry.
- Phoenix Wealth Advisors Inc.Mar 2020 to now
- Raymond James Financial Services, Inc.Mar 2020 to now
- Wells Fargo Clearing Services, LLCJun 2019 to Feb 2020
- Magic EarsJul 2018 to Jan 2021
- UnemployedMay 2018 to Jul 2018
- Raymond James & AssociatesApr 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 6322195
- Firm CRD
- 118412