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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Frazier is an investment advisor representative with Adero Partners, LLC. Brian is a registered investment advisor (IA) in California. Brian is a registered investment advisor representative with Adero Partners, LLC and is licensed in California. Brian has been in the financial services industry since 2004. Brian has experience working with high-net-worth individuals, corporations, and other businesses. Brian offers a variety of financial services, including financial planning, insurance solutions, and cash management solutions. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
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.
Revenue sharing with our affiliate, focus risk solutions
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2
CA
08/14/2018 - Present
Adero Partners, LLC (Lafayette CA)
CA
04/05/2004 - 04/02/2012
VWM INSURANCE SERVICES, LLC (SAN FRANCISCO CA)
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/14/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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