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Danny J Frazell

Legacy Wealth Advisors, Inc.

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About Danny J Frazell

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.

Firm Information

Danny Frazell is currently registered with Legacy Wealth Advisors, Inc.. Legacy Wealth Advisors, Inc. is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals and businesses. The firm manages approximately $44.61 million in assets for 299 clients.

$44.61M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Danny Frazell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danny J Frazell.
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