William Frier (CRD# 1029781) is an Investment Advisor Representative working at Pathway Advisors Group in Colorado Springs, CO and has over 42 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frier Planning Concepts, Inc. Dba Pathway Advisors Group | Colorado Springs, CO | Nov 2017 - Current | 6 |
| Frier Planning Concepts, Inc. Dba Pathway Advisors Group | Colorado Springs, CO | Feb 2002 - Current | 22 |
| Maia Wealth, Llc D/b/a Pathway Advisors Group | Denver, CO | Feb 2021 - Feb 2022 | 1 |
| Parkland Securities | Ann Arbor, MI | Oct 2012 - Nov 2017 | 5 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1982 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- CO
- FL
- GA
- MO
- TX
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Total Assets Under Management88MILLIONS
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Total Number of Accounts754ACCOUNTS
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Average Account Value$116,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, CO, FL, GA, MO, TX
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