Michal Fraser, financial advisor Chesapeake VA

Michal Fraser

CRD Number: 2841823
Current Firm: Interactive Financial Advisors

Michal Fraser (CRD# 2841823) is an Investment Advisor Representative working at Interactive Financial Advisors in Chesapeake, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Planning Group, LLC Virginia Beach, VA May 2006 - Current 16
Interactive Financial Advisors Oakbrook, IL Aug 2005 - Current 17
The O.n. Equity Sales Company Norfork, VA Aug 2001 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Oct 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michal D. Fraser
Phone Number: 630-472-1300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    321
    MILLIONS
  • Total Number of Accounts
    3,067
    ACCOUNTS
  • Average Account Value
    $104,755
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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