James Freeman (CRD# 7305834) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 2 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Binghamton, NY | Jan 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Binghamton, NY | Oct 2020 - Current | 3 |
| Conversion Monster | Binghamton, NY | Jun 2020 - Sep 2020 | < 1 |
| Unemployed | Binghamton, NY | Feb 2020 - Jun 2020 | < 1 |
| Athenahealth | Boston, MA | Apr 2019 - Feb 2020 | < 1 |
| Dbc Pri-med LLC | Boston, MA | Nov 2018 - Apr 2019 | < 1 |
| S&p Global Market Intelligence | Boston, MA | Apr 2017 - Oct 2018 | 1 |
| Monster Worldwide | Weston, MA | Sep 2016 - Feb 2017 | < 1 |
| University At Buffalo | Binghamton, NY | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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