Robert Frye is a CFP-designated registered investment advisor, based in Roseville, CA, with 28 years of industry experience.
Location
3741 Douglas Blvd, Ste. 310, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a wealth advisor at CWM, DBA Carson Partners, CWM, LLC DBA Carson Group Holdings, and CWM, LLC. DBA Carson Wealth, dedicating nearly full-time hours to these roles. He also sells fixed insurance products and owns rental properties, requiring minimal time commitment.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Wurm & Frye Investment Advisory Group
Wurm & Frye Investment Advisory Group
LPL Financial CorporationBroker
LPL Financial Corporation
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.