Fred Asfoury
Fred Asfoury is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cary, NC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
175 Regency Woods Pl, Suite 450, Cary, NC, 27518
Get directionsHistory
Regulatory History (1)
Criminal
July 1988Other Business Activities
Fred is a partner in a real estate brokerage/development business since 2023, dedicating minimal time and having influence over some decisions. Fred also owns rental real estate properties through Teulu Properties, LLC, spending minimal time on this activity due to professional property management.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.