Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Brendan Frazier is an investment advisor representative with RFG Advisory, LLC. Joseph has been in the industry since May 31, 2013, and has been registered with FINRA since September 15, 2010. Joseph holds the Series 66, Series 26 and Series 7 licenses. Joseph is a licensed investment advisor in Alabama and Tennessee. He has experience working with a range of clients, including high net worth individuals, corporations, and trusts. Previously, Joseph worked at MML Investors Services, LLC, Edward Jones, Raymond James & Associates, Inc., Jackson National Life Distributors LLC, and Waddell & Reed, Inc. Joseph's areas of expertise include financial planning, pension consulting, and portfolio management. Joseph is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
1
2
AL
07/26/2024 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TN
01/28/2021 - 08/02/2022
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
TN
09/04/2018 - 01/22/2021
EDWARD JONES (NASHVILLE TN)
FL
01/17/2017 - 05/14/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TN
06/24/2011 - 01/18/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
09/16/2010 - 01/21/2011
WADDELL & REED, INC. (NASHVILLE TN)
BOTH
Issued 09/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Frazier is the right advisor for you? Invested Better is here to help.
