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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fryer is a financial advisor with LPL Financial LLC in TUKWILA, WA. David has been in the financial industry since 2003. David is registered as an Investment Advisor Representative. David has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. David is licensed to practice in Washington. David has previously worked with U.S. BANCORP INVESTMENTS, INC.. David has indicated that they work with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, investment clubs, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
06/23/2011 - Present
LPL Financial LLC (TUKWILA WA)
MN
07/18/2001 - 05/02/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 06/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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