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Shawna Denise Frazier

PROFIT INVESTMENT MANAGEMENT, LLC·BETHESDA, Maryland
Clean recordPROFIT INVESTMENT MANAGEMENT, LLC
6701 DEMOCRACY BLVD, BETHESDA, MD 20817CRD# 2364868Firm CRD# 110294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawna Denise Frazier · BETHESDA, MD
Registration
CRD #2364868 · PROFIT INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawna Denise Frazier is a registered financial advisor based in BETHESDA, Maryland, affiliated with PROFIT INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
PROFIT INVESTMENT MANAGEMENT, LLC
PROFIT INVESTMENTS
AUM
$180M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROFIT INVESTMENT MANAGEMENT, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2364868
Firm CRD# 110294
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawna Denise Frazier offer?
Shawna Denise Frazier specializes in Wealth Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.
What are Shawna Denise Frazier's credentials?
Shawna Denise Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawna Denise Frazier located?
Shawna Denise Frazier is based in BETHESDA, Maryland, working with PROFIT INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Shawna Denise Frazier charge for services?
Shawna Denise Frazier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFIT INVESTMENT MANAGEMENT, LLC?
PROFIT INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROFIT INVESTMENT MANAGEMENT, LLC

Eugene Anthony Profit
NORTH BETHESDA, MD
Thomas A Pinder
ROCKVILLE, MD
Michelle Quash Profit
BETHESDA, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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