Joseph Freeman (CRD# 6107737) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Camas, WA and has over 8 years of experience in the finance industry.
CRD# 2543552
Wells Fargo Clearing Services, LLC
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Dec 2019 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2017 - Oct 2019 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2017 - Oct 2019 | 2 |
| Alfa Insurance | Saraland, AL | Feb 2017 - Oct 2019 | 2 |
| Pnc Investments | Spanish Fort, AL | Oct 2015 - Feb 2017 | 1 |
| Edward Jones | St Louis, MO | Sep 2013 - Sep 2015 | 2 |
| Axa Advisors, LLC | New York, NY | Aug 2012 - Sep 2013 | 1 |
| Securitas Security Services | New Hill, NC | Mar 2012 - Oct 2012 | < 1 |
| Capital Investment Partners | Angier, NC | Jul 2010 - Mar 2012 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- AL
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Total Assets Under Management56,159MILLIONS
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Total Number of Accounts297,440ACCOUNTS
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Average Account Value$188,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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