Eric FryCRD Number: 1979628
Current Firm: Matrix Capital Group
Eric Fry (CRD# 1979628) is an Investment Advisor Representative working at Matrix Capital Group in Laguna Beach, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Matrix Capital Group, Inc.||New York, NY||May 2009 - Current||7|
|Self Employed||Laguna Beach, CA||Apr 2001 - Current||15|
|Self Employed||Laguna Beach, CA||Jun 2007 - Feb 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management30MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$30,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, KS, NY
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