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WF

William A. Frerking

GEORGIA ADVISORY GROUP
ALPHARETTA, GA 30009-3213
Some features on this profile are disabled
CRD#: 6795832
WF

Professional summary

William Andrew Frerking II, who also goes by William Andrew Frerking, is a registered financial advisor currently at GEORGIA ADVISORY GROUP LLC located in Alpharetta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Andrew Frerking

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.

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CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Frerking II'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®
None

Experience

Current

May 5, 2025 - Present

GEORGIA ADVISORY GROUP LLC

Office #1: 2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009-3213
RIA
CRD#: 306815
ALPHARETTA, GA
Past

October 11, 2017 - April 29, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
JOHNS CREEK, GA
Past

September 18, 2017 - April 29, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
JOHNS CREEK, GA

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
Georgia
(5/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2017
General Securities Representative Examination

Current Firm

GA
GEORGIA ADVISORY GROUP LLC
GEORGIA ADVISORY GROUP LLC

CRD#: 306815 / SEC#:

Georgia
Registered Investment Advisory firm - (1/16/2020 Approved)
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Contact information

Main Address
2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009-3213
Mailing Address
Phone number
(770) 841-1713
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts285
AUM (Assets Under Management)$ 105,000,000

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

GEORGIA ADVISORY GROUP LLC

CRD#: 306815Alpharetta, GA 30009-3213

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