Fraser Lawrence Allport
Investment Adviser Representative at Sequent Planning, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Fraser Lawrence Allport is an investment adviser representative with Sequent Planning, LLC in Daytona Beach Shores, FL, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 5 firms, including Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SAFE AND Smart Money, LLCOct 2014 – Jan 2017Vero Beach, FL
- Sound Income Strategies, LLCSep 2015 – Jan 2018Fort Lauderdale, FL
- THE Total Advisor, LLCOct 2015 – no end date reportedDaytona Beach Shores, FL
- Coppell Advisory Solutions LLCJan 2018 – Dec 2024Coppell, TX
- Sequent Planning LLCOct 2025 – no end date reportedDaytona Beach Shores, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sequent Planning, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 95
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Omaha, NE
- SEC file number:
- 801-113971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fraser Lawrence Allport has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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