Financial Freedom Planners
Financial Freedom Planners (CRD# 168395) is a financial advisory firm headquartered in Richmond, VA. They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Educational seminars/workshops
Types of Clients
Registered Investment Advisor
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.
Financial Advisors at Financial Freedom Planners
Charles Roberts (CRD# 846282) is an Investment Advisor Representative working at Financial Freedom Planners in Richmond, VA and has over 32 years of experience in the finance industry. Charles Roberts 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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