Stephen Freeman (CRD# 4259897) is an Investment Advisor Representative working at Lpl Financial LLC in Cullman, AL and has over 23 years of experience in the finance industry.
CRD# 6073545
Edward Jones
CRD# 2463007
Raymond James & Associates, Inc.
CRD# 5481268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl | Cullman, AL | Nov 2023 - Current | < 1 |
| Citizens Wealth Management | Cullman, AL | Nov 2023 - Current | < 1 |
| Hawksnest LLC | Cullman, AL | Jan 2018 - Current | 6 |
| Raymond James & Associates, Inc. | Cullman, AL | Feb 2013 - Oct 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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