Bedell Frazier Investment Counselling, LLC

Bedell Frazier Investment Counselling, LLC (CRD# 107326) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $654,449,283 in 1,833 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    654
    MILLION
  • Total Number of Accounts
    1,833
    ACCOUNTS
  • Average Account Value
    $357,037
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NJ, NV, NY, OR, PA, TX, VA, WA

Financial Advisors at Bedell Frazier Investment Counselling, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Justin Amit
CRD#: 6209132
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Justin Amit (CRD# 6209132) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

2
Barbara A. Collins
CRD#: 1113888
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Barbara Collins (CRD# 1113888) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry.

3
Michael G. Frazier
CRD#: 3206971
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Michael Frazier (CRD# 3206971) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry.

4
Michael A. Harris
CRD#: 6269192
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Michael Harris (CRD# 6269192) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

5
Thomas A. Howard
CRD#: 4450952
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Thomas Howard (CRD# 4450952) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry.

6
Deborah N. Mitchell
CRD#: 5941033
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Deborah Mitchell (CRD# 5941033) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

7
Meredith M. Rosen
CRD#: 6193153
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Meredith Rosen (CRD# 6193153) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

8
Richard S. Welty
CRD#: 4410841
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Richard Welty (CRD# 4410841) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

9
John Chang
CRD#: 4313991
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

John Chang (CRD# 4313991) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.

10
Cameron A. Jamison
CRD#: 7450146
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596

Cameron Jamison (CRD# 7450146) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

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