Unclaimed
Danny J. Frazell is a financial advisor with Legacy Wealth Advisors, Inc. in WAXAHACHIE, TX. Danny has been in the financial industry since 1985. Danny is a Certified Financial Planner™ professional. Danny specializes in providing financial planning and portfolio management for businesses and individuals. Danny is also a licensed insurance agent and offers long-term care insurance products to clients.
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.
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.
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TX
02/22/2021 - Present
Legacy Wealth Advisors, Inc. (WAXAHACHIE TX)
TX
12/03/1985 - 04/07/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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