Fraser Lawrence Allport

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 01/2017
  Safe And Smart Money, Llc
  Vero Beach, FL
• 09/2015 → 01/2018
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 10/2015 → Present
  The Total Advisor, Llc
  Daytona Beach Shores, FL
• 01/2018 → 12/2024
  Coppell Advisory Solutions Llc
  Coppell, TX
• 10/2025 → Present
  Sequent Planning Llc
  Daytona Beach Shores, FL

Previous Registrations

• 2018-02-06 → 2025-01-03
  Coppell Advisory Solutions Llc
  Daytona Bach Shores, FL
• 2015-09-16 → 2018-02-01
  Sound Income Strategies, Llc
  Vero Beach, FL
  Fort Lauderdale, FL
  Vero Beach, FL
  Daytona Beach Shores, FL
• 2015-01-02 → 2017-02-03
  Safe And Smart Money, Llc
  Vero Beach, FL
  Vero Beach, FL
• 2002-08-27 → 2004-05-10
  Freedom Asset Management, Inc.
  Miami Beach, FL

Other Businesses

The Total Advisor, LLC; investment-related; Daytona Beach Shores, FL; fixed insurance products; sole managing member; 10/2015; 40+ hours per month; fixed insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-30
• S63 Uniform Securities Agent State Law Examination
  1997-11-06

Other Names

• Fraser L Allport