Michael Frager, financial advisor La Jolla CA

Michael Frager

CRD Number: 1230622
Current Firm: Balboa Wealth Partners, Inc.

Michael Frager (CRD# 1230622) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in La Jolla, CA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Willow Cove Investment Group Winneconne, WI Apr 2020 - Current 3
Balboa Wealth Partners, Inc. Newport Beach, CA Nov 2016 - Current 7
Fsa Integrated, LLC La Jolla, CA Mar 2005 - Current 19
Centaurus Financial, Inc. Anaheim, CA Mar 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Sep 1997
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael R. Frager
Phone Number: 949-445-1465
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    661
    MILLIONS
  • Total Number of Accounts
    1,851
    ACCOUNTS
  • Average Account Value
    $357,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NJ, NV, NY, OR, TN, TX, UT, WA

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