AF
CFP · ChFC
AF
CFP · ChFC

Andreane Frazier

15 Years of Experience
Atlanta, GA
Broker

Andreane Frazier is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 15 years of industry experience. Andreane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

5600 Glenridge Dr., Suite 600 East, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andreane is an agent at Clocktower Wealth Management and also does tax preparation for Peachtree Tax Advisors. Additionally, she is a professional speaker and author, and serves as a board member for the Exchange Club Family Resource Center.

Employment History
Current Registrations
Park Avenue Securities LLCBroker
January 2021 - Present · 5 yrs 6 mos
Park Avenue Securities LLC
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
August 2020 - January 2021 · 5 mos
Hornor, Townsend & Kent, LLCBroker
July 2020 - January 2021 · 6 mos
Hornor, Townsend & Kent, LLC
April 2012 - February 2019 · 6 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
October 2011 - February 2019 · 7 yrs 4 mos
Guardian Investor Services CorporationBroker
March 1994 - July 1996 · 2 yrs 4 mos
State Registrations26 states
ALAZCADEFLGAILKSKYLAMNMOMSNCNENJNVNYOHOKPARISCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.