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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Frye is a financial advisor with Robertson Stephens. Brandon is a Certified Financial Planner™ professional with over 15 years of experience in the industry. Brandon has Series 65 licenses and is registered in Massachusetts and Texas. Brandon holds a strong background in financial planning and portfolio management for individuals, businesses and investment companies. Brandon is also the financial coach for Wings for Widows in Wayzata, Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
12/09/2022 - Present
Robertson Stephens (Lincoln MA)
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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