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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B. Fry is a financial advisor associated with Commonwealth Financial Network and has been in the industry since February 2004. Robert Fry is a Certified Financial Planner and is licensed to offer securities and investment advisory services in various states. Robert Fry is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Robert Fry's approach is tailored to each client's specific needs and goals. In addition to his work with Commonwealth Financial Network, Robert Fry is also involved in other businesses, including ownership of Fry Financial Planning, LLC, and co-ownership of 7 Beaver Dam, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
08/09/2018 - Present
Commonwealth Financial Network (Roanoke VA)
VA
03/25/2017 - 08/13/2018
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
02/06/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
02/06/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
IA
Issued 08/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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