David Freeman, financial advisor Woodstock GA
93 score

David Freeman

CRD Number: 1431836
Current Firm: Kovack Advisors, Inc.

David Freeman (CRD# 1431836) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Woodstock, GA and has over 31 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Woodstock GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Matthew Fassnacht, financial advisor Woodstock GA
Matthew A. Fassnacht
CRD# 5935670
Meridian Investment Partners
Score
103
Similar Advisors
Edward Wilcox, financial advisor Woodstock GA
Edward J. Wilcox
CRD# 4914715
Rollins Financial Inc.
Score
103
Company Name Location Dates Years
Kovack Advisors, Inc. Fort Lauderdale, FL Jan 2015 - Current 1
Kovack Securities Inc. Alpharetta, GA Oct 2014 - Current 2
Self Employed Woodstock, PA Jun 1982 - Current 34
Resourcce Horizons Investment Advisory, Inc. Marietta, GA Jan 2012 - Dec 2014 2
Resource Horizons Group LLC Marietta, GA Jan 2012 - Oct 2014 2
Sigma Financial Corporation Ann Arbor, MI Dec 2009 - Jan 2012 2
Sigma Planning Corporation Ann Arbor, MI Dec 2009 - Jan 2012 2
Various Insurance Carriers Woodstock, GA Dec 1985 - Dec 2009 24
Waddell & Reed, Inc. Atlanta, GA Oct 1985 - Dec 2009 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for David H. Freeman
Phone Number: 954-782-4771
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from David Freeman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.