Marcus FryarCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management7MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$169,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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