Fraser AllportCRD Number: 1242844
Current Firm: Coppell Advisory Solutions LLC
Fraser Allport (CRD# 173716) is an Investment Advisor Representative working at Safe and Smart Money, LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.
|Fusion Capital Management||Coppell, TX||Jan 2018 - Current||4|
|The Total Advisor, LLC||Vero Beach, FL||Oct 2015 - Current||6|
|Fraser Allport Sole Proprietor||Vero Beach, FL||May 1982 - Current||40|
|Sound Income Strategies, LLC||Rye, NY||Sep 2015 - Jan 2018||2|
|Safe And Smart Money, LLC||Vero Beach, FL||Oct 2014 - Jan 2017||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
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
Total Assets Under Management431MILLIONS
Total Number of Accounts3,566ACCOUNTS
Average Account Value$120,788
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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