John Freer, financial advisor Sonora CA
96 score

John Freer

CRD Number: 1840228
Current Firm: Commonwealth Financial Network

John Freer (CRD# 1840228) is an Investment Advisor Representative working at Commonwealth Financial Network in Sonora, CA and has over 24 years of experience in the finance industry. John Freer 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
Commonwealth Financial Network Waltham, MA Oct 2007 - Current 9
Freer Finacnial Services Sonora, CA Oct 2007 - Current 9
American Express Financial Advisors Inc. Modesto, CA Jan 1996 - Oct 2007 11
Ids Life Insurance Company Poughkeepsie, NY Feb 1992 - Oct 2007 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
Contact Info for John W. Freer
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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