Douglas Frazier's Location
Newport Beach, CA, US
Douglas Frazier's Work
- LPL Financial Advisor @ Pence Wealth Management
- LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional @ Pence Wealth Management
- LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER (TM) @ Pence Wealth Management at Honda Federal Credit Union
- Vice President @ Morgan Stanley
Douglas Frazier's Education
- San Diego State University
BS (Finance)
1990 - 1994 - La Canada
GE
1982 - 1985
Douglas Frazier's Skills
- Business Development
- Asset Allocation
- Retirement Planning
- Sales
- Series 7
- Mutual Funds
- Investments
- Certified Financial Planner
- Strategic Planning
- Investment Advisory
Douglas Frazier's Summary
Douglas Frazier, based in Newport Beach, CA, US, is currently a LPL Financial Advisor at Pence Wealth, bringing experience from previous roles at Pence Wealth Management, Pence Wealth Management at Honda Federal Credit Union and Morgan Stanley. Douglas Frazier holds a 1990 - 1994 BS in Finance @ San Diego State University. With a robust skill set that includes Business Development, Asset Allocation, Retirement Planning, Sales, Series 7 and more, Douglas Frazier contributes valuable insights to the industry. Douglas Frazier has 3 emails and 1 mobile phone number on RocketReach.
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Top Pence Wealth Management Employees
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22
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35+
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ViewBrian Huynh
Marketing and Administrative Assistant at Pence Wealth Management
Mission Viejo, California, United States31 -
ViewEmily Bushong
Relationship Manager at Pence Wealth Management
Orange County, California, United States11 -
ViewEmily Bushong
Relationship Manager at Pence Wealth Management
Orange County, California, United States11 -
ViewEldon Pence
Chief Investment Officer at Pence Wealth Management
Newport Beach, California, United States33 -
22
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ViewJason Prattes
Financial Advisor and Institutional Investment Consultant at Pence Wealth Management
Newport Beach, CA, US21
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