Charles FrylingCRD Number: 5546388
Current Firm: Fidelity Personal And Workplace Advisors
Charles Fryling (CRD# 5546388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 10 years of experience in the finance industry. Charles Fryling 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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Fidelity Brokerage Services LLC||King Of Prussia, PA||Oct 2019 - Current||3|
|Mallard Advisors, LLC||Wilmington, DE||Apr 2019 - Sep 2019||< 1|
|Capital One Investing LLC||Wilmington, DE||Apr 2016 - Apr 2019||3|
|Ice Works||Aston, PA||Nov 2015 - Apr 2016||< 1|
|The Vanguard Group, Inc.||Malvern, PA||Apr 2013 - Apr 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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