Estel Freese, financial advisor Oro Valley AZ
93 score

Estel Freese

CRD Number: 4430456
Current Firm: 1st Global Advisors Inc.

Estel Freese (CRD# 4430456) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Oro Valley, AZ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. Sullivan, IL Apr 2002 - Current 14
1st Global Capital Corp Sullivan , IL Jul 2001 - Current 15
West & Company. LLC Sullivan, IL Nov 1983 - Oct 2014 30
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Estel L. Freese
Phone Number: 214-294-5000
Registered State(s):
  • AZ
  • IL
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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