Brock Fraser Email & Phone Number | I am currently an Advisory Consultant working with LPL Financial advisors. I have spent the last ten years in the financial services industry helping financial advisors grow their books of business in several key areas: 1. Financial Planning--transition from a historical, transactional way of business to a more holistic practice management perspective. 2. Investment Management--helping advisors figure out what they specialize in vs what responsibility to outsource. 3. Organic Growth--find opportunities inside of the advisor's practice. Add scale, value, and efficiency to the business. 4. External Growth--help match buyers and sellers of books of business. Assist in helping advisors recruit and hire new talent. Beyond these four pillars, I also specialize in coaching/mentoring/leading a sales team, territory management, and client recruiting/business development. I have an impressive academic portfolio and consider myself a lifelong student. I have a Bachelors degree from Clemson University in Financial Management and a minor in Accounting. I hold an executive degree in Financial Planning from Queens University. I have also recently completed my MBA from the University of North Carolina Charlotte. Furthermore, I hold Series 7, 63, and 65 licenses. I am interested in attacking a new challenge. I look forward to networking with recruiters and colleagues to better explore interests, opportunities, and how my skill set can help add value.

Brock Fraser

I am currently an Advisory Consultant working with LPL Financial advisors. I have spent the last ten...
Charlotte, North Carolina, United States

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Brock Fraser’s Email brock.fraser@lpl.com

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Brock Fraser’s Location Charlotte, North Carolina, United States

Brock Fraser’s Current Industry Lpl Financial

Brock Fraser’s Prior Industry Massmutual | Metlife | Vanguard | Fike Recreation Center

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Advisory Consultant

2018-07-01 00:00:00 - Present

Investment Management Consultant

2017-03-01 00:00:00 - 2018-05-01 00:00:00

Internal Wholesaler

2014-10-01 00:00:00 - 2017-03-01 00:00:00

Voyager Growth Investment Professional

2012-08-01 00:00:00 - 2014-09-01 00:00:00

Supervisor

2010-08-01 00:00:00 - 2012-08-01 00:00:00

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Brock Fraser is a I am currently an Advisory Consultant working with LPL Financial advisors. I have spent the last ten years in the financial services industry helping financial advisors grow their books of business in several key areas: 1. Financial Planning--transition from a historical, transactional way of business to a more holistic practice management perspective. 2. Investment Management--helping advisors figure out what they specialize in vs what responsibility to outsource. 3. Organic Growth--find opportunities inside of the advisor's practice. Add scale, value, and efficiency to the business. 4. External Growth--help match buyers and sellers of books of business. Assist in helping advisors recruit and hire new talent. Beyond these four pillars, I also specialize in coaching/mentoring/leading a sales team, territory management, and client recruiting/business development. I have an impressive academic portfolio and consider myself a lifelong student. I have a Bachelors degree from Clemson University in Financial Management and a minor in Accounting. I hold an executive degree in Financial Planning from Queens University. I have also recently completed my MBA from the University of North Carolina Charlotte. Furthermore, I hold Series 7, 63, and 65 licenses. I am interested in attacking a new challenge. I look forward to networking with recruiters and colleagues to better explore interests, opportunities, and how my skill set can help add value.