Brightpath Financial, Inc.

Brightpath Financial, Inc. (CRD# 220517) is a financial advisory firm headquartered in , . They manage $31,619,639 in 113 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $279,820
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Brightpath Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Harlan E. Freeman
CRD#: 6485104
Boynton Beach, FL

Harlan Freeman (CRD# 6485104) is an Investment Advisor Representative working at Envisage Wealth Planners, Inc. in Chicago, IL and has over 25 years of experience in the finance and accounting industries. Harlan is a CPA, CFP® and earned an MBA from the Booth Graduate School of Business at the University of Chicago. Harlan 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 putclients' interests first and comply with the Financial Planning Practice Standards. 

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