Julie FrazierCRD Number: 7060254
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Julie Frazier (CRD# 7060254) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 3 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||Jan 2019 - Current||3|
|Unemployed||East Providence, RI||Nov 2018 - Jan 2019||< 1|
|Province Mortgage Associates Inc.||East Providence, RI||Sep 2017 - Nov 2018||1|
|Citizens Bank||Warwick, RI||Feb 2014 - Sep 2017||3|
|Unemployed||Bristol, RI||Aug 2013 - Feb 2014||< 1|
|Bristol Parks And Recreation||Bristol, RI||May 2008 - Aug 2013||5|
|Dunkin Donuts||Bristol, RI||Oct 2012 - Jun 2013||< 1|
|Rhode Island College||Bristol, RI||Aug 2010 - May 2013||2|
|Chris Gasbarros Fine Wine & Spirits||Swansea, MA||Apr 2011 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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