William Fries, financial advisor Placerville CA
93 score

William Fries

CRD Number: 3154257
Current Firm: Cetera Advisor Networks LLC

William Fries (CRD# 3154257) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Placerville, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Wj Financial & Insurance Services, Inc. Aliso Viejo, CA Jun 2010 - Current 6
William J Fries, Cpa Aliso Viejo, CA Jan 2002 - Current 14
Financial Network Inv. Corp. El Segundo, CA Aug 2001 - Dec 2012 11
Wj Financial & Ins. Service Aliso Viejo, CA Jan 2003 - Jun 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for William J. Fries
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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