Samaria FrazierCRD Number: 2972118
Current Firm: Advice And Planning Services
Samaria Frazier (CRD# 2972118) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Servi Ces, Inc.||Charlotte, NC||Jun 2001 - Current||16|
|Tiaa||Charlotte, NC||Jun 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV