Marion Gilman, financial advisor Peabody MA
96 score

Marion Gilman

CRD Number: 3163462
Current Firm: Freedman Financial Associates, Inc.

Marion Gilman (CRD# 3163462) is an Investment Advisor Representative working at Freedman Financial Associates, Inc. in Peabody, MA and has over 17 years of experience in the finance industry. Marion Gilman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Llc (f/k/a Linsco Private Ledger) Peabody, MA Jul 2000 - Current 16
Freedman Financial Associates, Inc. Peabody, MA Jul 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Marion B. Gilman
Phone Number: 978-531-8108
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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

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