Marion GilmanCRD 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 18 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.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
|Lpl Financial Llc (f/k/a Linsco Private Ledger)||Peabody, MA||Jul 2000 - Current||17|
|Freedman Financial Associates, Inc.||Peabody, MA||Jul 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management249MILLIONS
Total Number of Accounts809ACCOUNTS
Average Account Value$307,560
- 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
- Educational seminars/workshops
FL, MA, ME, NH, NY, TX