Bob Frazier
Portfolio Manager-Equities at American Money Management LLC
Profile
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
Bob Frazier active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 01/04/2009 |
Former positions of Bob Frazier
Companies | Position | End |
---|---|---|
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 | - |
Training of Bob Frazier
The University of California, San Francisco | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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GENERAL DYNAMICS CORPORATION | Electronic Technology |
Private companies | 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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