Marcus W. Fryar
FRYAR FINANCIAL
Durham, NC 27707
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CRD#: 2140086
Professional summary
Marcus Wesley Fryar, CFP® is a registered financial advisor currently at FRYAR FINANCIAL located in Durham, North Carolina.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Marcus has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.
Core Areas of Focus
Business Owners
College/Education Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Professional Athletes or Entertainers
Women's Financial Planning Issues
Biography
Marcus' breadth of experience comes from working with individuals, business owners and small business clients as both an accountant and tax and financial advisor since 2002. His prior corporate experience includes being a Claim Specialist for State Farm Insurance and a Contract Manager for Nortel Networks.
Marcus is passionate about his community and in teaching our youth about money. He has served as an Adjunct Professor in the School of Business at North Carolina Central University and has been a guest lecturer for the graduating MBAs at the Fuqua School of Business at Duke University.
Marcus holds a Bachelor of Arts degree in Mathematics from the University of North Carolina at Chapel Hill and a Masters in Business Administration from Pfeiffer University. His professional designations include the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPCTM), and he is a member of the Financial Planning Association.
Marcus has two daughters, Brooke and Erin, and has been married to his wife, Nicki, for 26 years. In his spare time, he enjoys playing golf, attending Brooke's volleyball games at Gardner Webb University, and traveling with Erin as a competitive cheerleader.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Insurance Planning
Education Planning
Retirement Income Management
Long-term Care
Estate Planning
Investment Planning
Social Security Planning
Retirement Planning
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Wesley Fryar's 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®
CFP®
Start date: 2022
Experience
Current
September 23, 2021 - Present
FRYAR FINANCIAL
Office #1: 3511 Shannon Road Third Floor, Durham, NC 27707RIA
CRD#: 315944
Durham, NC
Past
January 25, 2019 - September 22, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DURHAM, NC
Past
January 25, 2019 - September 22, 2021
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
DURHAM, NC
Past
September 8, 2016 - February 1, 2019
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Durham, NC
Past
August 17, 2006 - February 1, 2019
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Durham, NC
Past
May 21, 1991 - July 5, 1991
F.N. WOLF & CO., INC.
BD
CRD#: 13051
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(9/11/2025)
IAR
North Carolina(9/23/2021)
IAR
Texas(5/3/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FRYAR FINANCIAL
FRYAR FINANCIAL | FRYAR FINANCIAL, LLC
CRD#: 315944 / SEC#:
Maryland
Registered Investment Advisory firm - (9/11/2025 Approved)North Carolina
Registered Investment Advisory firm - (9/23/2021 Approved)Texas
Registered Investment Advisory firm - (4/10/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3511 Shannon Road Third Floor, Durham, NC 27707
Mailing Address
Phone number
(919) 323-4494
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 15,831,627 |
Red Flags
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Company Information
FRYAR FINANCIAL
CRD#: 315944Durham, NC 27707TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
