Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Garrett Fraser is a financial advisor registered with Florida and Tennessee. Colin has been working in the financial services industry since 2014, and holds a Series 65 license and the SIE exam. Colin is a financial consultant at Florida Financial Advisors, LLC DBA Tristate Financial Advisors, working in the Nashville area. Colin specializes in financial planning, pension consulting, and selection of other advisors. They also provide portfolio management for businesses and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
2% of net worth or assets for financial planning clients
1
2
TN
06/13/2024 - Present
Florida Financial Advisors, LLC (Nashville TN)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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