Rebecca Frazier, financial advisor Kingsport TN

Rebecca Frazier

CRD Number: 2210285
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rebecca Frazier (CRD# 2210285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has over 31 years of experience in the finance industry. Rebecca Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Kingsport, TN Mar 2012 - Current 12
Merrill Lynch, Pierce Fenner & Smith, Inc. Bristol, TN Apr 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Rebecca L. Frazier
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • SC
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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