GL
Georgios Livanos
from Phoenix Wealth Advisors Inc.
Georgios Livanos is a financial advisor based in North Carolina, Chapel Hill,
with 31 years of experience. Georgios currently works for
Phoenix Wealth Advisors Inc..
Georgios maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Georgios Livanos works at Phoenix Wealth Advisors Inc.
Phoenix Wealth Advisors Inc. is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $423,263,080 of assets under management and employs about 10 people. Phoenix Wealth Advisors Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and third-party adviser/manager fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and third-party adviser/manager fees
Office location
100 Europa Drive, Suite 390, Chapel Hill, North Carolina, 27517
Advisor can help with
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