Brown And Freeman LLC

Brown And Freeman LLC (CRD# 164976) is a financial advisory firm headquartered in Bedford, TX. They manage $8,900,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $158,929
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Brown And Freeman LLC
Showing 1 - 2 of 2 top financial advisors.
1
Velma J. Freeman
CRD#: 1897546
1600 Airport Freeway, Suite 207, Bedford, TX 76022
96
Wealthminder
score

Velma Freeman (CRD# 1897546) is an Investment Advisor Representative working at Brown And Freeman LLC in Bedford, TX and has over 27 years of experience in the finance industry. Velma 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.

2
Susan T. Brown
CRD#: 6105636
1600 Airport Freeway, Suite 207, Bedford, TX 76022
87
Wealthminder
score

Susan Brown (CRD# 6105636) is an Investment Advisor Representative working at Brown And Freeman LLC in Bedford, TX and has 1 year of experience in the finance industry.

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