Estel FreeseCRD 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 16 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|1st Global Advisors, Inc.||Oro Valley, AZ||Apr 2002 - Current||16|
|1st Global Capital Corp||Oro Valley, AZ||Jul 2001 - Current||16|
|West & Company. LLC||Sullivan, IL||Nov 1983 - Oct 2014||30|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- 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)
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, WY