David Frazier (CRD# 2988088) is an Investment Advisor Representative working at Malvern Ridge Wealth Management in Englewood Cliffs, NJ and has over 23 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Malvern Ridge Wealth Management LLC | Englewood Cliffs, NJ | Jun 2018 - Current | 5 |
| Mml Investors Services, LLC | Bridgewater, NJ | Sep 2017 - Jun 2018 | < 1 |
| Massmutual | Bridgewater, NJ | Aug 2017 - Jun 2018 | < 1 |
| The Prudential Insurance Company Of America | East Brunswick, NJ | Feb 2012 - Aug 2017 | 5 |
| Pruco Securities, LLC | East Brunswick, NJ | Feb 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- NJ
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$323,285
- 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
NJ
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