Earl FreemanCRD 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.
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|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|
Total Assets Under Management600MILLIONS
Total Number of Accounts3,746ACCOUNTS
Average Account Value$160,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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