Claim Profile
Unclaimed Profile
FK

Frederick Franklin Kramer

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC·ASHEVILLE, North Carolina
Series 3, Series 7, Series 63, Series 65Clean record22 years registeredDIXON HUGHES GOODMAN WEALTH ADVISORS LLC
500 RIDGEFIELD COURT, SUITE 100, ASHEVILLE, NC 28806CRD# 1088636Firm CRD# 109279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Franklin Kramer · ASHEVILLE, NC
Registration
CRD #1088636 · DIXON HUGHES GOODMAN WEALTH ADVISORS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
Jan 2017Jun 2022
Winston Salem, NC
Mar 2004Dec 2016
ASHEVILLE, NC
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · March 24, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
CRD 109279 · SEC 801-58035
AUM
$2.2B
Regulatory assets under management
Employees
38
5,168 client accounts
Services offered by DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Frederick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frederick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ASHEVILLE?

Browse all registered financial advisors in ASHEVILLE, North Carolina or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Frederick Franklin Kramer offer?
Frederick Franklin Kramer specializes in Financial Planning, Investment Management.
What are Frederick Franklin Kramer's credentials?
Frederick Franklin Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Franklin Kramer located?
Frederick Franklin Kramer is based in ASHEVILLE, North Carolina, last registered with DIXON HUGHES GOODMAN WEALTH ADVISORS LLC.
How does Frederick Franklin Kramer charge for services?
Frederick Franklin Kramer'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 DIXON HUGHES GOODMAN WEALTH ADVISORS LLC?
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC has approximately 38 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →