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Emily Michelle Frazier

Investment adviser representative at Spectrum Financial Inc
14 yearsExperience
1 stateRegistered in
$236.5MFirm assets
37 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Ceros Financial ServicesMar 2013 to now
  2. Spectrum Financial Inc.May 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (VA).

Spectrum Financial Inc

$236.5MAssets managed
234Clients
2Advisers
37 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
6171182
Firm CRD
105618
Advisor's SEC record (opens in a new tab)
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