Hollie Frazier, financial advisor Portland OR

Hollie Frazier

CRD Number: 7234452
Current Firm: M Holdings Securities, Inc.

Hollie Frazier (CRD# 7234452) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The R.o.w. Group Nashville, TN Sep 2019 - Current 2
Nashville Zoo Nashville, TN May 2017 - Feb 2020 2
Cash-mckeown Brentwood, TN Jul 2016 - Aug 2019 3
The Mebane Downtown Table Mebane, NC Jul 2015 - Jul 2016 1
Conservators Center Burlington, NC Jun 2014 - Jul 2016 2
Longhorn Steakhouse Raleigh, NC Feb 2014 - Jul 2015 1
Coach Hagerstown, MD Feb 2013 - Feb 2015 2
Longhorn Steakhouse Hagerstown, MD Sep 2010 - Feb 2014 3
Pizza Oven Inwood, WV Jun 2008 - Sep 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2021
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Hollie L. Frazier
Phone Number: 800-656-6960
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    4,583
    MILLIONS
  • Total Number of Accounts
    9,704
    ACCOUNTS
  • Average Account Value
    $472,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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