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Richard Patrick Frazier

FRAZIER FINANCIAL CONSULTANTS, LLC·CHAPEL HILL, North Carolina
Clean record19 years registeredFRAZIER FINANCIAL CONSULTANTS, LLC
109 CONNER DRIVE, CHAPEL HILL, NC 27514CRD# 5392241Firm CRD# 112897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Patrick Frazier · CHAPEL HILL, NC
Registration
CRD #5392241 · FRAZIER FINANCIAL CONSULTANTS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

FRAZIER FINANCIAL CONSULTANTS, LLC
May 2013 – present
FRAZIER FINANCIAL CONSULTANTS, LLC
Jul 2007 – Apr 2012
CHAPEL HILL, NC
02

Registrations & Exams

Registration record
First registered · July 24, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897 · SEC 801-108521
AUM
$160M
Regulatory assets under management
Employees
3
303 client accounts
Services offered by FRAZIER FINANCIAL CONSULTANTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FRAZIER FINANCIAL CONSULTANTS, LLC →
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05

Frequently Asked Questions

What services does Richard Patrick Frazier offer?
Richard Patrick Frazier specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Richard Patrick Frazier's credentials?
Richard Patrick Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Patrick Frazier located?
Richard Patrick Frazier is based in CHAPEL HILL, North Carolina, working with FRAZIER FINANCIAL CONSULTANTS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Richard Patrick Frazier charge for services?
Richard Patrick 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 FRAZIER FINANCIAL CONSULTANTS, LLC?
FRAZIER FINANCIAL CONSULTANTS, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FRAZIER FINANCIAL CONSULTANTS, LLC

Deborah Jane Frazier
CHAPEL HILL, NC

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Research
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