Frederick Kramer, financial advisor Asheville NC
93 score

Frederick Kramer

CRD Number: 1088636
Current Firm: Dixon Hughes Goodman Wealth Advisors LLC

Frederick Kramer (CRD# 1088636) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Asheville, NC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Dixon Hughes Wealth Advisors LLC Asheville, NC Jun 2008 - Current 8
Wealth Advisor Group LLC Hendersonville, NC Sep 2000 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Frederick F. Kramer
Phone Number: 888-840-4715
Registered State(s):
  • GA
  • SC
  • NC
By the Numbers
  • Total Assets Under Management
    1,678
    MILLIONS
  • Total Number of Accounts
    4,269
    ACCOUNTS
  • Average Account Value
    $393,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, LA, MD, MS, NC, NJ, PA, SC, TN, TX, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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