Geoffrey Allen Frazier
Fondateur chez GF Investment Services LLC
Profil
Mr. Geoffrey A.
Frazier is a President, CEO & Managing Member at Global Financial Private Client LLC, a Founder at GF Investment Services LLC, a Member at Financial Planning Association, a Member at Society of Financial Service Professionals, a Partner at Economic Development Corp.
and a President-Global Financial Private Capital at Advisors Excel LLC.
Mr. Frazier was previously employed as a President by Global Financial Private Capital, Inc. and a Member by Association for Advanced Life Underwriting.
He received his undergraduate degree from the University of Florida.
Postes actifs de Geoffrey Allen Frazier
| Sociétés | Poste | Début |
|---|---|---|
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Corporate Officer/Principal | - |
| GF Investment Services LLC | Fondateur | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Corporate Officer/Principal | - |
Economic Development Corp.
 Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Corporate Officer/Principal | - |
Global Financial Private Client LLC
 Global Financial Private Client LLC Investment ManagersFinance Global Financial Private Client LLC is a financial private client wealth management company that offers an array of services, including tax mitigation, asset protection, wealth management, lifestyle services, and cash flow analysis. The company is based in Sarasota, FL. The company aims to redefine and reinvent the role of financial adviser and improve the relationship between client and adviser for a stronger bond and more personal and productive future. | Directeur Général | 01/12/2017 |
Anciens postes connus de Geoffrey Allen Frazier
| Sociétés | Poste | Fin |
|---|---|---|
| Association for Advanced Life Underwriting | Corporate Officer/Principal | - |
Global Financial Private Capital, Inc.
 Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Fondateur | - |
Formation de Geoffrey Allen Frazier
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Finance |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
| GF Investment Services LLC | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Society of Financial Service Professionals
Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Finance |
| Association for Advanced Life Underwriting | Commercial Services |
Economic Development Corp.
Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Finance |
Global Financial Private Client LLC
Global Financial Private Client LLC Investment ManagersFinance Global Financial Private Client LLC is a financial private client wealth management company that offers an array of services, including tax mitigation, asset protection, wealth management, lifestyle services, and cash flow analysis. The company is based in Sarasota, FL. The company aims to redefine and reinvent the role of financial adviser and improve the relationship between client and adviser for a stronger bond and more personal and productive future. | Finance |