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    Mr. David Robert Frazier, CFP®

    Contact

    Financial Plan Advisors
    http://efinancialplanadvisors.com

    6768 Loop Rd
    Centerville, OH 45459-2161
    View on Map (937) 748-5306

    5 Arcadian Dr
    Springboro, OH 45066-8918
    View on Map (937) 748-5306

    David Frazier is registered with, supervised by and offers securities through Kovack Securities, Inc., Member FINRA / SIPC. 6451 N. Federal Highway, Suite 1201 Ft. Lauderdale, FL 33308 · (954) 782-4771 Advisory services offered through Kovack Advisors, Inc. Financial Plan Advisors is not affiliated with Kovack Securities, Inc./Kovack Advisors, Inc.

    Year CFP® Certification Received: 2012
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $100,000
    Languages: English
    Specialties: General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

    Typical Client Profile

    Average Net Worth: $250,001 - $500,000
    Average Income: $100,001 - $250,000
    Average Age: 55-64, 75 or older
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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