Henry Lee Frazier

Current Employers

Employment History

• 08/2015 → Present
  Nylife Securities Llc
  San Jose, CA
• 04/2014 → Present
  New York Life Insurance Company
  San Jose, CA
• 01/2022 → Present
  Eagle Strategies Llc
  San Jose, CA
• 04/2022 → 08/2024
  Frazier Financial & Insurance Services Llc
  San Jose, CA
• 06/2023 → Present
  Biggr Wealth Strategies And Insurance Solutions, Llc
  Concord, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1731 Technology Dr. Ste. 400, San Jose, CA 95110; Start Date 01/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BIGGR Wealth Strategies and Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; CONCORD CA; START DATE: 06/2023] [City Surf Project; A non-profit organization based in San Francisco, CA that teaches inner city, high school aged children how to surf. Learning to surf exposes these children to new challenges that they never thought they would be able to overcome.; 400 Treat Ave. San Francisco, CA 94110; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; My functions will be to assist with fundraising and fundraising events when I am able to (i.e. annual surf-a-thon), attend min. of 4 board meetings in 2022, serve as an advocate and expand awareness of City Surf Project for 2022. I also serve on the Governance Committee which entails updating rules of the board.]

Exams

• S66 Uniform Combined State Law Examination
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  2015-12-02

Other Names

• Henry Lee Frazier