David Charles Fry
Investment adviser representative at United Advisor Group
27 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- United Advisor GroupApr 2026 to now
- Unify Wealth ManagementOct 2015 to now
- Medicare UpgradesDec 2017 to Aug 2021
- Unify Payroll, LLCDec 2010 to Dec 2024
- Payroll Benefits GroupDec 2003 to Aug 2021
- Unify CpasMay 1999 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6554688
- Firm CRD
- 324205