Aaron Freeman, financial advisor Conroe TX

Aaron Freeman

CRD Number: 5499296
Current Firm: Freeman & Freeman Private Wealth Management LLC

Aaron Freeman (CRD# 5499296) is an Investment Advisor Representative working at Freeman & Freeman Private Wealth Management LLC in Conroe, TX and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Freeman & Freeman Private Wealth Management LLC Conroe, TX Aug 2023 - Current < 1
Freeman & Freeman Private Wealth Management LLC Conroe, TX Jun 2023 - Current < 1
Oak River Insurance Group LLC Conroe, TX Jan 2020 - Current 4
Oak River Financal Group Inc. Conroe, TX Apr 2008 - Jan 2024 15
Oak River Financal Group Inc. Conroe, TX Apr 2008 - Jan 2024 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Aaron M. Freeman
Phone Number: 936-283-4105
Firm Website: http://www.freemanpw.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $329,154
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
Types of Clients
Registered States

TX

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