Karen Freeman, financial advisor Mansfield TX

Karen Freeman

CRD Number: 5043983
Current Firm: Avantax Advisory Services

Karen Freeman (CRD# 5043983) is an Investment Advisor Representative working at Avantax Advisory Services in Mansfield, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
John Clark Ranch Arlington, TX Jan 2012 - Current 9
Bksj Enterprises LLC Mansfield, TX Sep 2007 - Current 14
Avantax Advisory Services Mansfield, TX Mar 2007 - Current 14
Karen S. Freeman Cpa Pllc Mansfield, TX Jan 2007 - Current 14
Avantax Insurance Agency, LLC Mansfield, TX Jan 2006 - Current 15
Avantax Investment Services, Inc. Mansfield, TX Sep 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Karen Freeman
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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