Marcus Fryar, financial advisor Durham NC

Marcus Fryar

CRD Number: 2140086
Current Firm: Fryar Financial

Marcus Fryar (CRD# 2140086) is an Investment Advisor Representative working at Fryar Financial in Durham, NC and has over 17 years of experience in the finance industry. Marcus Fryar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fryar Financial LLC Durham, NC Sep 2006 - Current 17
Fryar Management Group, LLC Durham, NC May 2002 - Current 21
Cetera Financial Specialists LLC Schaumburg, IL Jan 2019 - Sep 2021 2
Cetera Investment Advisers LLC Schaumburg, IL Jan 2019 - Sep 2021 2
Hd Vest Insurance Agency, LLC Irving, TX Dec 2016 - Jan 2019 2
Hd Vest Advisory Services Durham, NC Sep 2016 - Jan 2019 2
H D Vest Durham, NC Jun 2006 - Jan 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Marcus W. Fryar
Phone Number: (919) 323-4494
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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