Freedom Investment Management, Inc.

Freedom Investment Management, Inc. (CRD# 126052) is a financial advisory firm headquartered in Hartford, CT. They manage $2,011,911,525 in 13,073 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,012
    MILLION
  • Total Number of Accounts
    13,073
    ACCOUNTS
  • Average Account Value
    $153,898
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Freedom Investment Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Peter J. D'arruda
CRD#: 2756672
1500 Town Side Drive, Suite 201, Apex, NC 27502

Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 16 years of experience in the finance industry.

2
Donald R. Delaria, Jr.
CRD#: 4270869
100 Constitution Plz, Fl 7, Hartford, CT 06103

Donald Delaria, Jr. (CRD# 4270869) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has over 23 years of experience in the finance industry.

3
Martin D. Hensley
CRD#: 2297110
1500 Town Side Drive, St 201, Apex, NC 27502

Martin Hensley (CRD# 2297110) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 30 years of experience in the finance industry.

4
Parker R. Holland
CRD#: 6279380
1500 Town Side Dr., Suite 201, Apex, NC 27502

As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives.  Parker maintains client relationships and ensures a high-quality experience for each and every client.

5
Benjamin M. Lavine
CRD#: 6598608
100 Constitution Plz, Fl 7, Hartford, CT 06103

Benjamin Lavine (CRD# 6598608) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has 1 year of experience in the finance industry.

6
John A. O'connor
CRD#: 1070038
100 Constitution Plz, Fl 7, Hartford, CT 06103

John O'connor (CRD# 1070038) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has over 41 years of experience in the finance industry.

7
Michael P. Otterson
CRD#: 5143631
Bountiful, UT

Michael Otterson (CRD# 5143631) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Bountiful, UT and has over 17 years of experience in the finance industry.

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