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Angela Yvette Frazier

EGP Wealth Management, LLC

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About Angela Yvette Frazier

Angela Yvette Frazier is a financial advisor at EGP Wealth Management, LLC. Angela has been in the financial industry since January 2013. Angela has experience in providing financial planning and portfolio management services to individuals and businesses. Angela is a certified public accountant and is licensed to sell life, disability and long-term care insurance. Angela holds Series 7 and 66 licenses as well as the SIE exam. She is also registered with the state of Arkansas, Texas and Virginia. Angela has a strong background in accounting and finance.

Firm Information

Angela Frazier is currently registered with EGP Wealth Management, LLC. EGP Wealth Management, LLC is an investment advisor registered with the SEC that manages $28,863,224 in assets for 120 clients. The firm offers financial planning and portfolio management services for individuals and pension plans. They specialize in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

$28.86M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Frazier’s Registration & Firm History

AR

08/09/2024 - Present

EGP Wealth Management, LLC (NORTH LITTLE ROCK AR)

AR

09/30/2014 - 10/04/2018

1ST GLOBAL CAPITAL CORP. (N LITTLE ROCK AR)

AR

01/03/2014 - 10/10/2014

HD VEST INVESTMENT SERVICES (NORTH LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 02/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Yvette Frazier.
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