Patrick Freeman (CRD# 2846357) is an Investment Advisor Representative working at Rfg Advisory, LLC in Amarillo, TX and has over 27 years of experience in the finance industry. Patrick Freeman 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.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc Dba Freeman Wealth Management | Dallas, TX | Apr 2022 - Current | 2 |
| Heritage Wealth Management, LLC | Amarillo, TX | May 2021 - Apr 2022 | < 1 |
| Freeman Wealth Management LLC | Dallas, TX | May 2006 - Dec 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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