Richard P. Frazier
FRAZIER FINANCIAL CONSULTANTS
Chapel Hill, NC 27514
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CRD#: 5392241
Professional summary
Richard Patrick Frazier, CFP®, who also goes by Rich Patrick Frazier, is a registered financial advisor currently at FRAZIER FINANCIAL CONSULTANTS, LLC located in Chapel Hill, North Carolina.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 1 firm .
Biography
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Question & Answer
What are your service offerings?
Tax Planning
Education Planning
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Rich Patrick Frazier
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 Richard Patrick Frazier'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: 2006
Experience
Current
May 17, 2013 - Present
FRAZIER FINANCIAL CONSULTANTS, LLC
Office #1: 109 Conner Drive Suite 205, Chapel Hill, NC 27514RIA
CRD#: 112897
Chapel Hill, NC
Past
July 24, 2007 - April 30, 2012
FRAZIER FINANCIAL CONSULTANTS, LLC
RIA
CRD#: 112897
CHAPEL HILL, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FRAZIER FINANCIAL CONSULTANTS, LLC
DEBORAH JANE FRAZIER | FRAZIER, DEBORAH JANE | FRAZIER FINANCIAL CONSULTANTS. LLC | FRAZIER FINANCIAL CONSULTANTS, LLC | FRAZIER FINANCIAL CONSULTANTS
CRD#: 112897 / SEC#: 801-108521
RIA
Registered Investment Advisory firm - (10/18/2016 Approved)North Carolina
Registered Investment Advisory firm - (12/1/2016 Terminated)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
North Carolina(5/17/2013)
Exams
Current Firm
FRAZIER FINANCIAL CONSULTANTS, LLC
DEBORAH JANE FRAZIER | FRAZIER, DEBORAH JANE | FRAZIER FINANCIAL CONSULTANTS. LLC | FRAZIER FINANCIAL CONSULTANTS, LLC | FRAZIER FINANCIAL CONSULTANTS
CRD#: 112897 / SEC#: 801-108521
RIA
Registered Investment Advisory firm - (10/18/2016 Approved)North Carolina
Registered Investment Advisory firm - (12/1/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 Conner Drive Suite 205, Chapel Hill, NC 27514
Mailing Address
Phone number
(919) 929-6940
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 315 |
| AUM (Assets Under Management) | $ 184,027,324 |
Red Flags
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Company Information
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD#: 112897Chapel Hill, NC 27514TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
