William Fraser (CRD# 2703245) is an Investment Advisor Representative working at Avantax Advisory Services in Butler, PA and has over 28 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2775804
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Butler, PA | May 2022 - Current | 1 |
| Avantax Advisory Services | Butler, PA | May 2022 - Current | 1 |
| Avantax Insruance Agency, LLC | Butler, PA | May 2022 - Current | 1 |
| Hefren-tillotson, Inc. | Pittsburgh, PA | Jan 2008 - May 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- PA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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