William Frailey, financial advisor Olympia WA
96 score

William Frailey

CRD Number: 1176510
Current Firm: Signator Investors, Inc.

William Frailey (CRD# 1176510) is an Investment Advisor Representative working at Signator Investors, Inc. in Olympia, WA and has over 32 years of experience in the finance industry. William Frailey 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.

Similar Advisors
Kevin Byrne, financial advisor Olympia WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Score
103
Similar Advisors
Norman Smith, financial advisor Olympia WA
Norman R. Smith
CRD# 1293983
Nr Smith & Associates, P.s.
Score
101
Similar Advisors
Gary Gould, CIMA®, financial advisor Olympia WA
Gary M. Gould, CIMA®
CRD# 3258554
Wells Fargo Advisors Financial Network, LLC
Score
100
Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Olympia, WA Dec 2015 - Current 1
Symetra Investment Services, Inc. Bellevue, WA Jan 2012 - Current 4
Conn General Life Ins. Company Seattle, WA Mar 1987 - Current 29
Mutual/united Of Omaha San Jose, CA Jan 1983 - Current 33
Pacific West Securities, Inc. Renton, WA Jun 2000 - Dec 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Contact Info for William P. Frailey
Phone Number: 800-543-6611
Registered State(s):
  • GA
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.