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BF

Brad S. Fryer

PREFERRED CAPITAL SECURITIES
Tuscon, AZ
Some features on this profile are disabled
CRD#: 1612648
BF

Professional summary

Brad Scott Fryer, who also goes by Brad Fryer, Bradley Scott Fryer, is a registered financial professional currently at PREFERRED CAPITAL SECURITIES, LLC located in Tuscon, Arizona.

Brad is registered as a RR (Registered Representative) and started their career in finance in 1987. Brad has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brad Fryer | Bradley Scott Fryer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brad Scott Fryer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 17, 2024 - Present

PREFERRED CAPITAL SECURITIES, LLC

BD
CRD#: 169719
Tuscon, AZ
Past

May 17, 2022 - March 7, 2023

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

May 1, 2019 - February 23, 2022

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
Denver, CO
Past

March 23, 2016 - April 1, 2019

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY
Past

March 28, 2012 - March 9, 2016

NORTHSTAR SECURITIES, LLC

BD
CRD#: 150409
GREENWOOD VILLAGE, CO
Past

January 29, 2010 - March 23, 2012

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

December 31, 1997 - January 11, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

July 12, 1988 - January 11, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

January 21, 1987 - November 25, 1987

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/23/2024)
RR
Georgia
(10/17/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/4/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/15/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PREFERRED CAPITAL SECURITIES, LLC
PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719 / SEC#: , 8-69382

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Mailing Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Phone number
(855) 330-6594
Established
Georgia since 09/17/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BADGER CREEK HOLDINGS, LLCSOLE OWNER
BEATON, DANIEL STEWARTFINOP4240769
GRABER, ERIC RYANPRESIDENT4576496
MCLEAN, CLAIRE ETHRIDGECHIEF OPERATIONS OFFICER7810116
SMALL, ORIT HEATHERCHIEF COMPLIANCE OFFICER2786459
SMITH, JEFFERY ALLENCHIEF EXECUTIVE OFFICER4039773

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719Tuscon, AZ

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