PHOENIX FINANCIAL ADVISORS, LLC
CRD #154977 SEC #801-71901 TAMPA, FL 813-321-7847
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAGERSON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / MEMBER | NA | Control |
| HAGERSON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / MEMBER | NA | Control |
| HAGERSON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGERSON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGERSON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / MEMBER | NA | Control |
| DONALDSON, CHRISTOPHER, DAVID | I | MANAGING MEMBER | E | Control |
| DONALDSON, CHRISTOPHER, DAVID | I | MANAGING MEMBER | E | Control |
| DONALDSON, CHRISTOPHER, DAVID | I | PRESIDENT | E | Control |
| DONALDSON, CHRISTOPHER, DAVID | I | PRESIDENT | E | Control |
| DONALDSON, CHRISTOPHER, DAVID | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 15, 2011 REGISTERED
Notice Filings (1)
FL
Address
8751 NORTH HIMES AVENUETAMPA, FL 33614
United States
Phone: 813-321-7847