Hollie Frazier is a registered investment advisor at LPL Financial LLC, based in Nashville, TN, with 5 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
20 Burton Hills Blvd Ste 200, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hollie works as an Associate Advisor at The Row Group, a financial planning firm, since 2019. She spends full-time hours on underwriting, new business, preparing investment paperwork, and policy services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations22 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.