Charles FryeCRD Number: 5548760
Current Firm: Transamerica Financial Advisors, Inc.
Charles Frye (CRD# 5548760) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Air Liquide||Fremont, CA||May 2014 - Current||2|
|Transamerica Financial Advisors, Inc.||Pleasanton, CA||Jan 2012 - Current||4|
|World Financial Group||Pleasanton, CA||Sep 2007 - Current||9|
|Key Staffing, LLC||Perrysburg, OH||Jun 2010 - Jun 2012||2|
|Investment Advisors International, Inc.||Pleasanton, CA||Apr 2010 - Jan 2012||1|
|World Group Securities, Inc.||Pleasanton, CA||Aug 2008 - Jan 2012||3|
|Solyndra||Fremont, CA||Jun 2010 - Aug 2011||1|
|Applied Materials, Inc.||Santa Clara, CA||Nov 1995 - Dec 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- 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, VI, VT, WA, WI, WV