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Geoffrey Allen Frazier

GLOBAL FINANCIAL PRIVATE CLIENT, LLC·SARASOTA, Florida
Unclaimed Profile
6000 CATTLERIDGE DRIVE, SARASOTA, FL 34232CRD# 1991946Firm CRD# 290006
01

About

Geoffrey Allen Frazier is a registered financial advisor based in SARASOTA, Florida, affiliated with GLOBAL FINANCIAL PRIVATE CLIENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
GLOBAL FINANCIAL PRIVATE CLIENT
AUM
$516M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GLOBAL FINANCIAL PRIVATE CLIENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1991946
Firm CRD# 290006
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Geoffrey Allen Frazier offer?
Geoffrey Allen Frazier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.
What are Geoffrey Allen Frazier's credentials?
Geoffrey Allen Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Allen Frazier located?
Geoffrey Allen Frazier is based in SARASOTA, Florida, working with GLOBAL FINANCIAL PRIVATE CLIENT, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Geoffrey Allen Frazier charge for services?
Geoffrey Allen Frazier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL FINANCIAL PRIVATE CLIENT, LLC?
GLOBAL FINANCIAL PRIVATE CLIENT, LLC has approximately 6 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SARASOTA
David Ryan Thompson — J. L. BAINBRIDGE & CO., INC.Joseph Patrick Walsh — WALSH & ASSOCIATES, LLCRobert Eric Rice — EULAV ASSET MANAGEMENTPhillip Quinn Couture — COUTURE FINANCIAL INC.Justin Bailey — MONORAIL SECURITIES LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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