James FrazierCRD 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.
A.l. Rhodes Personal Financial Advisors LLC
Penn Cove Financial, LLC
Chaney Capital Management Inc.
|Natural Investments, LLC||Paonia, CO||Jan 2009 - Current||8|
|Conscious Financial Solutions LLC||Port Townsend, WA||Nov 2007 - Nov 2009||2|
|Forza Capital Management, LLC||Bend, OR||Mar 1999 - Oct 2007||8|
Total Assets Under Management274MILLIONS
Total Number of Accounts2,162ACCOUNTS
Average Account Value$126,861
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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