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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.

  1. United Advisor GroupApr 2026 to now
  2. Unify Wealth ManagementOct 2015 to now
  3. Medicare UpgradesDec 2017 to Aug 2021
  4. Unify Payroll, LLCDec 2010 to Dec 2024
  5. Payroll Benefits GroupDec 2003 to Aug 2021
  6. 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
Advisor's SEC record (opens in a new tab)
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