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Business Profile

Investment Advisory Services

Bedell Frazier Investment Counselling, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

About

About This Business

This company offers investment management, financial planning, retirement planning, and estate planning.

Products and Services

We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. We are independent and SEC-registered.

Business Details

BBB File Opened:
11/1/2006
Business Started:
3/31/1999
Business Started Locally:
3/31/1999
Business Incorporated:
3/31/1999
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Michael Frazier, President
Ms. Meredith Rosen, Partner
Number of Employees:
10

Additional Contact Information

Principal Contacts
Mr. Michael Frazier, President
Customer Contacts
Mr. Michael Frazier, President
Fax numbers
Primary Fax: (925) 932-8216
Additional Email Addresses
Primary: Email this Business
Additional Websites
Website 1

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected]
Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov
National Association Of Securities Dealers - NASD
1735 K Street
Washington DC 20006
Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx

More Resources

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