Frederick FreemanCRD Number: 5509926
Current Firm: Advice And Planning Services
Frederick Freeman (CRD# 5509926) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Durham, NC||Jun 2016 - Current||1|
|Tiaa||Durham, NC||Jun 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Jul 2012 - Jun 2016||3|
|Bank Of America, N.a.||Raleigh, NC||Jul 2012 - Jun 2016||3|
|North Carolina Department Of The Secertary Of State||Raleigh, NC||Jan 2012 - Jun 2012||< 1|
|Metlife||Raleigh, NC||Jun 2010 - Jan 2012||1|
|Wells Fargo||Durham, NC||Sep 2008 - Jun 2010||1|
|City Of Durham Police Department||Durham, NC||May 1997 - Sep 2008||11|
|Edward Jones||Durham, NC||May 2008 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses