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Ron Frazier, financial advisor Tannersville PA

Ron Frazier

CRD Number: 4369966
Current Firm: Frazier Wealth Management
Compensation Model: Both
Ron Frazier (CRD# 4369966) is an Investment Advisor Representative working at Frazier Wealth Management in Tannersville, PA and has over 15 years of experience in the finance industry. Ron Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Frazier Group Financial Services, Llc Dba Frazier Wealth Managem Tannersville, PA Jan 2021 - Current 3
Ez1040 Tax Service Tannersville, PA Jan 2019 - Dec 2020 1
Ron Frazier Dba Frazier Wealth Management Tannersville, PA Jan 2014 - Dec 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination May 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ron L. Frazier
2937 Route 611, Suite 15c, Tannersville, PA 18372
Phone Number: 570-213-9330
Advisor Website: www.frazierwealthmanagement.com
Firm Website: http://www.frazierwealthmanagement.com
Registered State(s):
  • PA
Current Firm Details
Frazier Wealth Management
Firm's CRD Number: 312434
2937 Route 611, Suite 15c, Tannersville, PA 18372
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $152,571
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

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