Joshua Freeborn
CRD Number: 6308324Current Firm: American Century Investments Private Client Group, Inc.
Joshua Freeborn (CRD# 6308324) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Concordia, KS and has over 9 years of experience in the finance industry.
CRD# 4210111
Avantax Advisory Services
CRD# 1772074
Ofg Financial Services, Inc.
CRD# 4554332
Strategic Asset Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
American Century Investment Services Inc. | Kansas City, MO | Oct 2015 - Current | 8 |
First Investors Corporation | Overland Park, KS | Mar 2015 - Sep 2015 | < 1 |
First Investors Corporation | Lenexa, KS | Jun 2014 - Mar 2015 | < 1 |
Umkc | Kansas City, MO | Aug 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- KS
- MO
- TX
-
Total Assets Under Management1,867MILLIONS
-
Total Number of Accounts3,717ACCOUNTS
-
Average Account Value$502,228
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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