Joshua James Frazier
Investment adviser representative at Frazier Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
$1.2BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Private Client ServicesOct 2022 to now
- Frazier Financial Advisors, LLCAug 2007 to now
- Historic Dublin RestaurantsJul 2007 to now
- Triad Advisors, IncAug 2009 to Oct 2022
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Frazier Financial Advisors, LLC
$1.2BAssets managed
733Clients
11Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5704259
- Firm CRD
- 106649