Matthew Fry, financial advisor Ada MI
96 score

Matthew Fry

CRD Number: 5629862
Current Firm: Usa Financial Securities Corporation

Matthew Fry (CRD# 5629862) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 8 years of experience in the finance industry. Matthew 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
Usa Financial Securities Corporation Ada, MI Jan 2018 - Current < 1
Shelton Financial Group Fort Wayne, IN Feb 2017 - Current 1
Comprehensive Asset Management And Servicing, Inc. Parsippany, NJ Feb 2017 - Jan 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne, IN May 2014 - Jan 2017 2
Commonwealth Financial Network Waltham, MA Apr 2012 - May 2014 2
Leman Financial Advisors Fort Wayne, IN Apr 2012 - May 2014 2
Electric Motors & Specialties, Inc. Garrett, IN Dec 2011 - Mar 2012 < 1
Commonwealth Financial Network Waltham, MA Mar 2009 - Dec 2011 2
Leman Financial Advisors Fort Wayne, IN Nov 2008 - Dec 2011 3
1st Source Bank Fort Wayne, IN Aug 2008 - Nov 2008 < 1
First Source Bank Fort Wayne, IN May 2008 - Oct 2008 < 1
Ipfw Fort Wayne, IN Sep 2003 - May 2008 4
Indiana-purdue University Fort Wayne Fort Wayne, IN Aug 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Matthew E. Fry
Phone Number: 888-407-8198
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    1,924
    ACCOUNTS
  • Average Account Value
    $136,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
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, RI, SC, SD, TN, TX, UT, VA, VI, 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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