Benjamin
Frazier
United Brokerage Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Frazier is a financial advisor operating out of Charleston, South Carolina, who has 3 years of industry experience. Frazier currently works for United Brokerage Services, Inc. Over the course of their career, Frazier has held roles at First Citizens Securities Corp, First Citizens Asset Management, First Citizens Investor Services, Inc, Lpl Financial, LLC and United Brokerage Services Inc. Frazier holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina and Texas. United Brokerage Services, Inc is an advisory business that has its headquarters in Parkersburg, WV. The firm has offices in 79 locations and a total of 100 people on staff. It administers $229 million in assets across its 953 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. United Brokerage Services, Inc performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on which service is provided. However, fees billed by United Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
United Brokerage Services, Inc Brokerage Details
$229,449,080
100
953
$240,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Benjamin Frazier Work History
Benjamin has been registered as a financial advisor for 3 years.*
United Brokerage Services Inc
First Citizens Investor Services, Inc
Lpl Financial, LLC
First Citizens Securities Corp
First Citizens Asset Management
*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 Benjamin 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 United Brokerage Services Inc
Dunbar, WV
Mc Lean, VA
Uniontown, PA
Wheeling, WV
Inwood, WV
Fredericksburg, VA
Martinsburg, WV
Parkersburg, WV
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
