William FryCRD Number: 1964403
Current Firm: Citizens Securities, Inc.
William Fry (CRD# 1964403) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 26 years of experience in the finance industry. William Fry 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.
Walnut Hill Advisors, LLC
|Cco Investment Services Corp||Woburn, MA||May 2009 - Current||7|
|Ipi - Investment Professionals, Inc.||Salem, MA||Oct 2007 - Apr 2009||1|
|Ifmg - Independent Financial Marketing Group||Salem, MA||Jun 2000 - Oct 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1991|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV