James Frazier, financial advisor Port Townsend WA
90 score

James Frazier

CRD Number: 4469041
Current Firm: Natural Investments

James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Natural Investments, LLC Paonia, CO Jan 2009 - Current 7
Conscious Financial Solutions LLC Port Townsend, WA Nov 2007 - Nov 2009 2
Forza Capital Management, LLC Bend, OR Mar 1999 - Oct 2007 8

James Frazier has no recent exams reported.
Contact Info for James R. Frazier
Phone Number: 707-758-0171
Registered State(s):
  • HI
  • WA
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    2,162
    ACCOUNTS
  • Average Account Value
    $126,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, GA, HI, IN, KY, LA, MA, MD, MI, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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