William Fry, financial advisor Woburn MA
96 score

William Fry

CRD 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 25 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for William R. Fry
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
  • CT
  • NC
  • TX
  • VT
  • NH
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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