Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Frazier is a financial advisor with LPL Financial LLC, a registered investment advisor (RIA) and broker-dealer (BD). Gregory has been in the financial services industry since 1994 and has a Series 7, Series 24, Series 63, and Series 65 licenses. Gregory has worked for several firms, including Grove Point Investments LLC, Woodbury Financial Services, Inc., and Invest Financial Corporation. Gregory also owns and operates Frazier Tax Services, Inc., a tax preparation and accounting firm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/04/2024 - Present
LPL Financial LLC (BETHALTO IL)
IL
07/28/2022 - 01/08/2024
GROVE POINT INVESTMENTS, LLC (Bethalto IL)
IL
01/16/2018 - 08/09/2022
WOODBURY FINANCIAL SERVICES, INC. (BETHALTO IL)
IL
11/30/2009 - 01/24/2018
LPL FINANCIAL LLC (BETHALTO IL)
IL
01/30/2004 - 12/02/2009
INVEST FINANCIAL CORPORATION (BETHALTO IL)
FL
12/08/2000 - 02/04/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
AZ
04/22/1994 - 12/22/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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