Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Casey Frye is a wealth advisor with over 25 years of experience in the financial services industry. Robert has worked with a variety of firms including LPL Financial Corporation, Morgan Stanley and Prudential Securities Incorporated. Currently, Robert is affiliated with CWM, LLC. Robert is registered in 27 states. Robert holds Series 7, 24, 63 and 65 licenses and is a Certified Financial Planner. Robert's specialties include financial planning, portfolio management, estate planning and sub-advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
01/21/2025 - Present
CWM, LLC (OMAHA NE)
CA
10/22/2010 - 09/09/2015
MORGAN STANLEY (ROSEVILLE CA)
CA
05/23/2003 - 11/01/2010
LPL FINANCIAL CORPORATION (ROSEVILLE CA)
NY
01/19/2001 - 05/28/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/13/1998 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
09/29/1997 - 10/19/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1997 - 10/19/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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