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Bob Frazier
Gestore di Portafoglio-Azioni presso American Money Management LLC
Profilo
Mr. Robert D.
Frazier is an Investment Advisor at American Money Management LLC.
Mr. Frazier worked as a Financial Analyst with General Dynamics.
He then went on to work with the San Diego County Credit Union Member Services as an Investment Adviser.
He has dedicated his career to helping clients achieve their objectives of early retirement or financial independence.
He served as President and Founder of his own Registered Investment Advisory firm from 1995 until it was acquired in 2004.
His clients range from individual investors to private businesses.
He has assisted attorneys and accountants in qualified retirement investments and estate planning strategies .
He earned a Bachelor’s degree in Communications from the University of California at San Diego in 1979
Posizioni attive di Bob Frazier
Società | Posizione | Inizio |
---|---|---|
American Money Management LLC
![]() American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Gestore di Portafoglio-Azioni | 01/04/2009 |
Precedenti posizioni note di Bob Frazier
Società | Posizione | Fine |
---|---|---|
San Diego County Credit Union
![]() San Diego County Credit Union Savings BanksFinance San Diego County Credit Union (SDCCU) operates as a credit union. It provides home, auto & business loans, Visa credit cards and individual retirement accounts. The company was founded in 1938 and is headquartered in San Diego, CA | Corporate Officer/Principal | - |
GENERAL DYNAMICS CORPORATION | Corporate Officer/Principal | - |
Formazione di Bob Frazier
The University of California, San Francisco | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
GENERAL DYNAMICS CORPORATION | Electronic Technology |
Aziende private | 2 |
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San Diego County Credit Union
![]() San Diego County Credit Union Savings BanksFinance San Diego County Credit Union (SDCCU) operates as a credit union. It provides home, auto & business loans, Visa credit cards and individual retirement accounts. The company was founded in 1938 and is headquartered in San Diego, CA | Finance |
American Money Management LLC
![]() American Money Management LLC Investment ManagersFinance American Money Management LLC (AMM) is an independent, SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm was founded in 1999 by seasoned investment professionals. AMM provides personalized investment management and financial planning services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
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