Robert Freeman, financial advisor Richmond VA

Robert Freeman

CRD Number: 2788977
Current Firm: Morse Capital Partners, LLC
Compensation Model: Fee Only
Robert Freeman (CRD# 2788977) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 20 years of experience in the finance industry. Robert Freeman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Morse Capital Partners Richmond, VA Mar 2011 - Current 9
Keiter Stephens Hurst Gary And Shreaves Glen Allen, VA Mar 2002 - Mar 2011 9
Capgroup Investment Advisors Richmond, VA Mar 2002 - Mar 2011 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1996
S63 Uniform Securities State Law Examination Sep 1996
Contact Info for Robert M. Freeman
Phone Number: 804.888.7771
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $292,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NY, VA

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