Earl Freeman, financial advisor Gilbert AZ

Earl Freeman

CRD Number: 1300165
Current Firm: Bft Financial Group, LLC

Earl Freeman (CRD# 1300165) is an Investment Advisor Representative working at Bft Financial Group, LLC in Gilbert, AZ and has over 35 years of experience in the finance industry. Earl 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.

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Professional Designations
Company Name Location Dates Years
Butler Freeman Tally Financial Group Bedford, TX Nov 1999 - Current 20
Investment & Asset Planning, LLC Wichita Falls, TX Dec 2013 - Mar 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Earl S. Freeman
Phone Number: 817-354-1090
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    600
    MILLIONS
  • Total Number of Accounts
    3,746
    ACCOUNTS
  • Average Account Value
    $160,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IN, LA, MI, MN, NC, NE, NJ, NM, NV, NY, OK, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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