Financial Freedom Advisors, LLC
Financial Freedom Advisors, LLC (CRD# 170963) is a financial advisory firm headquartered in , . They manage $73,000,000 in 125 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$584,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NC, NY, PA, SC, WI
Saxon Graham (CRD# 4621851) is an Investment Advisor Representative working at Financial Freedom Advisors, LLC in Odessa, FL and has over 15 years of experience in the finance industry.
John Montgomery (CRD# 1033543) is an Investment Advisor Representative working at Financial Freedom Advisors, LLC in Mount Pleasant, SC and has over 36 years of experience in the finance industry. John Montgomery 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.