Geoffrey Allen Frazier

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.

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.

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.

Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith.

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.

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.