Bobby Frady (CRD# 5561270) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Tampa, FL and has over 11 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boyd Watterson Asset Management, LLC | Cleveland, OH | Feb 2018 - Current | 6 |
| Captrust Financial Advisors | Raleigh, NC | May 2017 - Jan 2018 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Tampa, FL | Dec 2011 - Jun 2017 | 5 |
| Captrust Advisors, LLC | Tampa, FL | Jan 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- FL
-
Total Assets Under Management17,878MILLIONS
-
Total Number of Accounts1,126ACCOUNTS
-
Average Account Value$15,877,882
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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