Brian Frerichs, financial advisor Columbia SC

Brian Frerichs

CRD Number: 3080037
Current Firm: Stephens

Brian Frerichs (CRD# 3080037) is an Investment Advisor Representative working at Stephens in Columbia, SC and has over 25 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Stephens Inc. Columbia, SC Jun 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Brian C. Frerichs
Phone Number: 501-377-2000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    13,305
    MILLIONS
  • Total Number of Accounts
    21,432
    ACCOUNTS
  • Average Account Value
    $620,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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