Christopher Freeman (CRD# 6348066) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Td Private Client Wealth LLC | Cherry Hill, NJ | May 2020 - Current | 4 |
Td Bank N.a. | New Britain, CT | Mar 2020 - Current | 4 |
Td Bank | Bristol, CT | Sep 2016 - Mar 2020 | 3 |
Northwestern Mutual Investment Services LLC | West Hartford, CT | Mar 2015 - Sep 2016 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2014 - Sep 2016 | 2 |
Student | West Hartford, CT | Aug 2010 - May 2015 | 4 |
New England Cycle Center | Hartford, CT | Jun 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2015 |
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CT
- MA
- NJ
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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