Taina Frazer (CRD# 2766594) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Longview, WA and has over 8 years of experience in the finance industry.
CRD# 2881176
Lpl Financial LLC
CRD# 5711971
Lpl Financial LLC
CRD# 2602329
Anderson & Anderson Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | Denver, CO | Apr 2015 - Current | 9 |
| Pacific Nw Wealth Management | Vancouver, WA | Dec 2014 - Mar 2015 | < 1 |
| Northwest Financial And Tax Solutions | Vancouver, WA | Nov 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- OR
- TX
- WA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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