George
Fraser
Onedigital Investment Advisors
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About this Advisor
George Fraser is a financial advisor based in Scottsdale, Arizona with 4 years of relevant experience. Fraser is an advisor for Onedigital Investment Advisors. Over the course of their career, Fraser has held roles at Lpl Financial, Triad Advisors, Independent Financial Partners and Resources Investment Advisors. Fraser maintains a Series 63 license, designating them as a securities representative, and is approved to work in California and Oregon. Onedigital Investment Advisors is an advisory company operating out of Overland Park, KS. It has offices in 73 locations and a total of 550 financial advisors. It has $89 billion in total assets among its 25,199 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 97 charitable organizations. Of its 25,199 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of financial services provided. Fees charged by Onedigital Investment Advisors likely consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
George Fraser Work History
George has been registered as a financial advisor for 4 years.*
Triad Advisors
Resources Investment Advisors
Independent Financial Partners
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Fraser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Overland Park, KS
Overland Park, KS
Overland Park, KS
Pensacola, FL
York, PA
Raleigh, NC
Overland Park, KS
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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