Marie Freemyer, financial advisor Cedar Park TX
93 score

Marie Freemyer

CRD Number: 6278957
Current Firm: True Financial Group

Marie Freemyer (CRD# 6278957) is an Investment Advisor Representative working at True Financial Group in Cedar Park, TX and has over 3 years of experience in the finance industry. Marie Freemyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truefg, Llc Dba True Financial Group Cedar Park, TN Mar 2017 - Current 1
Ameriprise Financial Services, Inc. Austin, TX Dec 2013 - Mar 2017 3
Austin Stock Research Austin, TX Oct 2007 - Dec 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Marie E. Freemyer
Phone Number: (512) 659-4599
Firm Website: http://www.truefg.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    1,137
    ACCOUNTS
  • Average Account Value
    $102,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, NE, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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