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Douglas Frazier is listed as LPL Financial Advisor at Pence Wealth at Pence Wealth, a company with 17 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Douglas Frazier.
Douglas Frazier previously worked as LPL Financial Advisor at Pence Wealth and LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Pence Wealth Management. Douglas Frazier holds Personal Financial Planning, Financial Planning And Services from Uc Irvine.
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Douglas Frazier is a LPL financial advisor with Pence Wealth Management. With over twenty years of experience in the financial planning field, he has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans.He received his undergraduate business degree from San Diego State University with an emphasis on Finance. Additionally he is a graduate of the UC Irvine Personal Financial Planning program. He passed his CFP® certification in two thousand and twelve. Doug fully embraces the Pence Process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals. He takes an active role in educating clients about matters concerning retirement; tax advantaged investing and advanced estate planning. His goal is to deliver professional wealth management through financial advice, helping create value, focus and understanding. Once a plan is implemented, a timely review and update is consistent with his investment process.
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Newport Beach, California, United States
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial Planning offered through Pence Wealth Management, a registered investment advisor, and separate entity.Third party post found on this profile do not.
Newport Beach, CA
Torrance, CA
You spend your lifetime working to develop businesses, raise a family and create a secure future for yourself and generations to come. Preserving and enhancing your wealth should be trusted to a team of experienced advisors in specialized disciplines all coordinated within a strong and trusted financial institution. We serve to make a difference in your.
Other employees you can reach at pencewealthmanagement.com. View company contacts for 17 employees →
Griffin Cuomo
Colleague at Pence Wealth
Orange, California, United States, United States
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LG
Lana Giacumakis
Colleague at Pence Wealth
Newport Beach, California, United States, United States
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JA
Jorge Aguilar
Colleague at Pence Wealth
Newport Beach, California, United States, United States
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LP
Linh Pollack
Colleague at Pence Wealth
Murrieta, California, United States, United States
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IV
Ian Venzon
Colleague at Pence Wealth
Orange County, California, United States, United States
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DF
Dina Fargalla
Colleague at Pence Wealth
Newport Beach, California, United States, United States
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KG
Karrie Ghezzi
Colleague at Pence Wealth
Los Angeles Metropolitan Area, United States
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RF
Ramy Fahim
Colleague at Pence Wealth
Miami-Fort Lauderdale Area, United States
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SS
Steven Schaumburg
Colleague at Pence Wealth
Orange County, California, United States, United States
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AA
Ali Arik
Colleague at Pence Wealth
Newport Beach, California, United States, United States
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Activities and Societies: CFP Obtain knowledge and skills that will enable me to offer sound financial advice and quality client service
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Douglas Frazier works for Pence Wealth.
Douglas Frazier is listed as LPL Financial Advisor at Pence Wealth at Pence Wealth.
Douglas Frazier is based in Newport Beach, California, United States while working with Pence Wealth.
Douglas Frazier has worked for Pence Wealth, Pence Wealth Management, Pence Wealth Management At Honda Federal Credit Union, and Morgan Stanley.
Douglas Frazier's colleagues at Pence Wealth include Griffin Cuomo, Lana Giacumakis, Jorge Aguilar, Linh Pollack, and Ian Venzon.
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Douglas Frazier holds Personal Financial Planning, Financial Planning And Services from Uc Irvine.
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