Rosalind Frazier
Rosalind Frazier is a registered investment advisor at LPL Financial LLC, based in Bridgeville, PA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1195 Washington Pike, Ste 310, Bridgeville, PA, 15017
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rosalind is involved in several outside business activities. She spends minimal time on non-variable insurance through Premier Retirement Solutions, LLC and a few hours per week on non-variable insurance directly. Rosalind also works full-time on her LPL business and dedicates about a quarter of her time to outside employment with Stitch Fix.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Summit Advisors, LLC
Beaconsfield Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Princor Financial Services CorporationBroker
Veravest Investments, INC.Broker
State Registrations12 states
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.