Unclaimed
William Conway Frye is a financial advisor with over 40 years of experience in the industry. William is currently registered with LPL Financial LLC, and has been in the business since 1980. William also has experience with InterVest International Equities Corporation, Evolve Securities, Inc., AFS Brokerage, Inc., and New England Securities.
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.
1
2
CO
01/01/2025 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
08/30/2010 - 12/02/2022
INTERVEST INTERNATIONAL EQUITIES CORPORATION (CENTENNIAL CO)
CO
04/30/2008 - 06/11/2010
EVOLVE SECURITIES, INC. (CENTENNIAL CO)
CO
06/08/2004 - 04/30/2008
AFS BROKERAGE, INC. (CENTENNIAL CO)
NY
03/26/1993 - 05/28/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/11/1993 - 03/24/1993
NEW ENGLAND SECURITIES
MA
12/26/1980 - 03/11/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 11/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/23/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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