James Freeman (CRD# 2257856) is an Investment Advisor Representative working at Empower Advisory Group, LLC in New Boston, NH and has over 30 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Andover, MA | Aug 2015 - Current | 8 |
| Fidelity Investments | Merrimack, NH | Nov 2004 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- NH
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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