David Fry (CRD# 6554688) is an Investment Advisor Representative working at Unify Wealth Management LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Medicare Upgrades | Fort Collins, CO | Dec 2017 - Current | 6 |
| Unify Payroll, LLC | Ft. Collins, CO | Dec 2010 - Current | 13 |
| Payroll Benefits Group | Fort Collins, CO | Dec 2003 - Current | 20 |
| Unify Cpas | Fort Collins, CO | May 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CO
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$155,039
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, TX
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