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WF

William H. Frazier

AMERICAN VETERANS GROUP, PBC
Melville, NY 11747
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CRD#: 1031058
WF

Professional summary


William Henry Frazier is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 1981. William has worked at 3 firms and has passed the Series 63, Series 57TO, Series 52TO, SIE, Series 55, Series 1, Series 14, Series 8, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William Henry Frazier'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

August 30, 2018 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747Office #2: 324 S. Service Road Suite 107, Melville, NY 11747
BD
CRD#: 291933
Melville, NY
Past

August 31, 1999 - January 31, 2018

GATES CAPITAL CORPORATION

BD
CRD#: 29582
NEW YORK, NY
Past

April 12, 1981 - October 22, 1998

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/18/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 6/19/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/17/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AV
AMERICAN VETERANS GROUP, PBC
AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

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


Main Address
324 S. Service Road Suite 107, Melville, NY 11747
Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747
Phone number
(646) 933-8387
Established
Delaware since 10/20/2017
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (13 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#
BILES, WILLIAM BCHAIRMAN / CEO6509954
AMERICAN VETS GROUP FOUNDATION, INC.SHAREHOLDER
FRAZIER, WILLIAM HENRYPARTNER1031058
KURTZER, JARED MICHAELMANAGING PARTNER2726672
CARROLL, PAUL COURTNEYCHIEF COMPLIANCE OFFICER4655374
NIXON, JON ALANFINOP

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


AMERICAN VETERANS GROUP, PBC

CRD#: 291933Melville, NY 11747

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