James Frazier, financial advisor Port Townsend WA

James Frazier

CRD Number: 4469041
Current Firm: Natural Investments

James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Natural Investments, LLC Paonia, CO Jan 2009 - Current 15

James Frazier has no recent exams reported.
Contact Info for James R. Frazier
Phone Number: 707-758-0171
Registered State(s):
  • HI
  • WA
By the Numbers
  • Total Assets Under Management
    1,803
    MILLIONS
  • Total Number of Accounts
    4,764
    ACCOUNTS
  • Average Account Value
    $378,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI

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