Scott FrazerCRD Number: 5626416
Current Firm: Schwab Private Client Investment Advisory, Inc.
Scott Frazer (CRD# 5626416) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Schw Private Client Invest Adv||Lone Tree, CO||Jan 2015 - Current||2|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Mar 2013 - Current||4|
|Unemployed||Fort Collins, CO||Oct 2012 - Mar 2013||< 1|
|New York Life Insurance Company/ Nylic Securities||Fort Collins, CO||May 2012 - Oct 2012||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Fort Collins, CO||Aug 2009 - Apr 2012||2|
|Waddell & Reed Inc.||Ft Collins, CO||Apr 2009 - Apr 2012||3|
|Unemployed||Fort Collins, CO||Jan 2009 - Apr 2009||< 1|
|Finance By Design, Inc.||Fort Collins, CO||Aug 2008 - Jan 2009||< 1|
|Soccer Stop Northern Colorado||Fort Collins, CO||Apr 2008 - Aug 2008||< 1|
|Student||Montrose, CO||Nov 1998 - May 2008||9|
|Delta-montrose Electric Association||Montrose, CO||May 2007 - Aug 2007||< 1|
|Delta-montrose Electric Association||Montrose, CO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.