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Fryar Financial is a Registered Investment Advisory Firm!

Fryar Financial is a Registered Investment Advisory Firm!

October 04, 2021

It’s official!

I am excited to announce that Fryar Financial LLC is now a Registered Investment Adviser firm!

Fryar Financial LLC has officially registered as an Investment Advisory Firm with the State of North Carolina.

What does this mean for you?

As Charles Schwab describes, “Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.  Because these advisors are independent, they are not tied to any particular family of funds or investment products.  As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times.  They are registered with either the Securities and Exchange Commission or state securities and regulators.”

In short, I am able to select the custodian, technology and other partners that I believe are best suited to create successful outcomes for my clients. I’m very excited about this new path, and I feel certain that it will help me to provide an even higher level of client service.

I am quite excited about this next step to providing the highest level of client services possible. 

We have many more announcements forthcoming so please be sure to keep up with us on all social media platforms and invite others to follow as well.