Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Frazier is a financial advisor with Capital Strategies Group, LLC, based in Tempe, Arizona. Austin has been in the industry since July 2018. Austin holds the Series 66, Series 7, and SIE licenses. Austin is also a Certified Financial Planner. Prior to joining Capital Strategies Group, LLC, Austin worked at Vanguard Marketing Corporation. In addition to being a financial advisor, Austin is also an insurance agent. Austin specializes in financial planning and investment management for individuals, families, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
08/17/2023 - Present
Capital Strategies Group, LLC (TEMPE AZ)
AZ
07/18/2018 - 09/19/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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