Michael Freeman (CRD# 6209067) is an Investment Advisor Representative working at Trilogy Financial Solutions in Oklahoma City, OK and has over 7 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Environmental Enforcement Traning And Consulting LLC | Oklahoma City, OK | Jan 2020 - Current | 4 |
| Trilogy Financial Solutions, LLC | Oklahoma City, OK | Jul 2013 - Current | 10 |
| Ok Dept. Of Environmental Quality | Oklahoma City, OK | Sep 1994 - Current | 29 |
| The Verbal Judo Institute, Inc. | Auburn, NY | Jan 2007 - Jan 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- OK
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$63,547
- 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
OK
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