Richard FreemanCRD Number: 1293769
Current Firm: Round Table Wealth Management
Richard Freeman (CRD# 1293769) is an Investment Advisor Representative working at Round Table Wealth Management in Westport, CT and has over 32 years of experience in the finance industry. Richard 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Round Table Services, LLC||Greenwich, CT||Jul 2001 - Current||16|
|The Equitable Life Assurance Society Of The United States||Greenwich, CT||Apr 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management889MILLIONS
Total Number of Accounts1,143ACCOUNTS
Average Account Value$778,048
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, IL, IN, MA, MD, MI, NJ, NY, OR, PA, SD, TN, TX, VA, WA
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