Allison Fry has been an investment adviser representative at Phoenix Wealth Advisors since November 2020, and is not listed among the firm’s executive officers or direct owners.
Phoenix Wealth Advisors Inc. is a Chapel Hill, NC firm with $641M under management, 1,592 clients and 7 advisers in one office, as of its July 2026 filing.
Allison Fry’s longest registration is the current one, 5 years at Phoenix Wealth Advisors since 2020. Before joining Phoenix Wealth Advisors in 2020, Allison Fry was registered through Wells Fargo Clearing Services, LLC and Raymond James & Associates, Inc.
- Phoenix Wealth Advisors Inc.Current– present · 5 yearsChapel Hill, NC · Adviser representative · Firm CRD 118412
- Wells Fargo Clearing Services, LLC– · under a yearChapel Hill, NC · Adviser representative · Firm CRD 19616
- Raymond James & Associates, Inc.– · 1 yearGreenville, NC · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Allison Fry is registered as an investment adviser representative in North Carolina, since November 2020.
- North CarolinaSince 4 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2015 |
| Series 7 | General Securities Representative Examination | 17 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Allison Marie Fry
- CRD
- 6322195
- Firm
- Phoenix Wealth Advisors · CRD 118412
- Office
- 100 EUROPA DRIVE, SUITE 390, Chapel Hill, NC 27517
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Allison Fry work?
Allison Fry is an investment adviser representative registered through Phoenix Wealth Advisors Inc. since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Allison Fry a financial advisor?
Yes. Allison Fry has a current investment-adviser registration in North Carolina, through Phoenix Wealth Advisors since November 2020.
How many years of experience does Allison Fry have?
Allison Fry has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Allison Fry passed?
Allison Fry has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2015. FINRA credited Allison Fry with the SIE, which began in October 2018.
Where did Allison Fry work before Phoenix Wealth Advisors?
Before Phoenix Wealth Advisors, Allison Fry was registered through Wells Fargo Clearing Services, LLC, June 2019 to March 2020; Raymond James & Associates, Inc., December 2016 to May 2018.
Where is Allison Fry based?
Allison Fry’s registered office is in Chapel Hill, NC.
Is Allison Fry registered with FINRA?
Yes. Allison Fry has a current broker registration, under CRD 6322195.
Source: FINRA BrokerCheck
How can I verify Allison Fry’s record?
Search CRD 6322195 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Allison Fry’s full registration record.