Annie Fruge is a registered investment advisor, based in Dallas, TX, with 11 years of industry experience.
Location
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
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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
Annie is a member of the Ville Platte Rotary Club, an insurance agent selling insurance products through Avantax, a financial advisor with KCS Wealth Advisors, and sells indexed annuities. She dedicates nearly full-time hours to KCS Wealth Advisors, about 10-20% of her time to Avantax Insurance, a few hours per week to indexed annuities sales, and minimal time to the Rotary Club.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 states
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