Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frazier is a Registered Investment Advisor associated with American Money Management, LLC. Robert has been in the industry since 1991 and holds a Series 6, Series 7, Series 24, Series 27, Series 30, Series 63, and Series 65 license. Robert Frazier is based in Rancho Santa Fe, California.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/21/2013 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
AZ
12/02/1991 - 09/23/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
09/16/1991 - 01/10/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/27/1991 - 12/02/1991
HALL & COMPANY INCORPORATED
IA
Issued 05/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1995
Series 30 - NFA Branch Manager Examination
BC
Issued 12/23/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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