Julie Frazier, financial advisor Lincoln RI

Julie Frazier

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Julie Frazier
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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)
  • 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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