JF
CFP
JF
CFP

John M Frymire

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

909 Lily Creek Road #101, Louisville, KY, 40243-2808

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a minority shareholder in Roy's Boys, LLC, a real estate investment company owning a commercial office building. He devotes minimal time to this non-securities related activity.

Employment History
Current Registrations
Alexander Investment Services CO.
August 2012 - Present · 13 yrs 6 mos
Alexander Investment Services CO.
May 2009 - Present · 16 yrs 9 mos
Alexander Investment Services CO.Broker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
September 1999 - April 2007 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 1998 - April 2007 · 8 yrs 8 mos
State Registrations12 states
CAFLINKYNCNENJOHSCTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John M Frymire - Financial Advisor | TrueAdvisor