Unclaimed
David Michael Frazier is a registered investment advisor representative with Worcester Advisors. David Frazier has been in the industry since October 1994 and currently holds licenses in Florida and Massachusetts. The firm has 4 employees and manages more than 100 million dollars in assets. Worcester Advisors provides financial planning and portfolio management services to individuals and businesses.
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.
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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MA
02/10/1995 - Present
Worcester Advisors (WORCESTER MA)
Active
Inactive
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