Van Freeman, financial advisor Dallas TX
68 score

Van Freeman

CRD Number: 4476609
Current Firm: Wwk Wealth Advisors

Van Freeman (CRD# 4476609) is an Investment Advisor Representative working at Wwk Wealth Advisors in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fwpam Ft Worth, TX Jun 2013 - Current 3
Lpl Financial, LLC Ft. Worth, TX Oct 2011 - Current 5
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Van A. Freeman
Phone Number: 817-336-6300
Firm Website: http://www.wwkllc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    166
    MILLIONS
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $194,400
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
Types of Clients
Registered States

GA, LA, OK, TX

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BADGES
68

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