Sarah Frazier (CRD# 7394245) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Jun 2021 - Current | 3 |
| Texas Christian University Center For Instructional Support | Fort Worth, TX | Feb 2021 - May 2021 | < 1 |
| Texas Christian University | Fort Worth, TX | Aug 2018 - May 2021 | 2 |
| Grassroots Advocates | Fort Worth, TX | Sep 2020 - Nov 2020 | < 1 |
| The Resort At Paws Up | Greenough, MT | Jun 2020 - Aug 2020 | < 1 |
| Brown Bag Etc Gift Shop | Fort Worth, TX | Sep 2018 - Mar 2020 | 1 |
| Camp Ozark | Mt Ida, AR | May 2019 - Aug 2019 | < 1 |
| Highland Church Of Christ Nursery | Abilene, TX | Mar 2015 - Aug 2018 | 3 |
| St John's Episcopal School | Abilene, TX | Jun 2018 - Jun 2018 | < 1 |
| Abilene High School | Abilene, TX | Aug 2014 - May 2018 | 3 |
| Justice | Abilene, TX | Mar 2017 - Aug 2017 | < 1 |
| Market Street | Abilene, TX | Jun 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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