Andrew
Frazier

Lpl Financial LLC

CRD#4587000
Investment Advisor
in San Diego, CA

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About this Advisor

Andrew Frazier is a financial advisor working out of San Diego, California who has 1 year of industry experience. Frazier is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Sii Investmetns, Securities America, Inc, Securities America Advisors and Lpl Financial LLC. Frazier has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Oregon and Texas. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in total assets between its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on which service is offered. However, fee types charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Frazier Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2017 - 2022 (5 years)

Securities America, Inc

2017 - 2022 (5 years)

Securities America Advisors

2006 - 2017 (11 years)

Sii Investmetns

*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 Andrew Frazier 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Kristi Johnson
Fort Mill, SC
James Mullen
The Villages, FL
Adam Chaney
Naperville, IL
Adam Carlat
Scottsdale, AZ
Joana Karl
Cedar Rapids, IA
Jeremy Misek
Bismarck, ND
Hyun Song
Vienna, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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