John Frymire, financial advisor Louisville KY
103 score

John Frymire

CRD Number: 3084350
Current Firm: Alexander Investment Services Company
Compensation Model: Both

John Frymire (CRD# 3084350) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 17 years of experience in the finance industry. John Frymire 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

John Frymire specializes in investment management, private wealth management, retirement planning, and retirement plan services for businesses.

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Professional Designations
Company Name Location Dates Years
Alexander Investment Services Company Louisville, KY May 2009 - Current 7
Morgan Stanley Louisville, KY May 1998 - May 2009 10
Professional Bank Services, Inc. Louisville, KY Apr 1986 - May 1998 12
Citizens Fidelity Bank & Trust Louisville, KY Aug 1982 - Aug 1985 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 1998
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
S31 Futures Managed Funds Examination Aug 1998
S24 General Securities Principal Examination (GP) May 2012
Contact Info for John M. Frymire
Phone Number: (877) 566-0315
Advisor Website: http://www.aisretirement.com
Registered State(s):
  • KY
  • IN
  • OH
  • VA
  • FL
  • CA
  • NE
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $135,620
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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