Kevin Fries, financial advisor Feasterville-Trevose PA
96 score

Kevin Fries

CRD Number: 1198633
Current Firm: Wells Fargo Advisors, LLC

Kevin Fries (CRD# 1198633) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Feasterville-Trevose, PA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Feasterville, PA May 2009 - Current 7
Wachovia Securities Llc-isg Feasterville, PA May 2003 - May 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Kevin J. Fries
Phone Number: 314-875-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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