Brian FrederickCRD Number: 4725531
Current Firm: Raymond James Financial Services Advisors, Inc.
Brian Frederick (CRD# 4725531) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tukwila, WA and has over 16 years of experience in the finance industry. Brian Frederick 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Bright Road Wealth Management, LLC
Cs Planning Corp
Royal Alliance Associates, Inc.
|Mainspring Wealth Advisors, LLC||Burien, WA||Jul 2014 - Current||6|
|Raymond James Financial Services Advisors Inc.||Burien, WA||Aug 2012 - Current||8|
|Raymond James Financial Services, Inc.||Burien, WA||Jul 2012 - Current||8|
|Cox Financial, LLC||Burien, WA||Mar 2007 - Jul 2014||7|
|Brokersxpress, LLC||Chicago, IL||Sep 2010 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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