Kassandra Freckleton (CRD# 7259044) is an Investment Advisor Representative working at Avantax Advisory Services in Tyrone, GA and has over 3 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Tyrone, GA | Aug 2020 - Current | 3 |
| Avantax Advisory Services | Tyrone, GA | Aug 2020 - Current | 3 |
| Ak Edwards Tax & Financial Servies, Inc. | Tyrone, GA | Jan 2020 - Current | 4 |
| Ratoon LLC | Jonesboro, GA | Oct 2019 - Current | 4 |
| Mak Anesthesia | Kennesaw, GA | Oct 2019 - Dec 2019 | < 1 |
| Interactive Trader | Linda, UT | Jun 2017 - Sep 2019 | 2 |
| Neuro-learn Lab | Atlanta, GA | May 2017 - Nov 2018 | 1 |
| Jonesboro High School | Jonesboro, GA | May 2010 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- GA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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