linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Keith L Frasier

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Keith? Claim Your Profile

About Keith L Frasier

Keith Frasier is a registered representative with Lincoln Financial Distributors, Inc., holding a Series 7, Series 31, and Series 66 license. Keith's professional experience spans over 20 years, having previously worked at firms such as Morgan Stanley, Allianz Global Investors Distributors LLC, J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keith's commitment to financial services is evident in his consistent registration with the Securities and Exchange Commission.

Firm Information

Keith Frasier is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Keith Frasier’s Registration & Firm History

PA

06/09/2023 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

WA

02/14/2022 - 06/16/2023

SYMETRA SECURITIES, INC. (BELLEVUE WA)

VA

11/02/2021 - 02/07/2022

MORGAN STANLEY (Richmond VA)

NY

02/10/2011 - 02/11/2020

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

01/03/2011 - 02/04/2011

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

OH

02/15/2005 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

NY

07/18/2003 - 02/10/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

06/29/2001 - 07/22/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Keith L Frasier is right for you?

Licenses & Designations

BOTH

Issued 07/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 06/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith L Frasier.
Not sure if Keith L Frasier is right for you?