Freedman Financial Associates, Inc.

Freedman Financial Associates, Inc. (CRD# 128666) is a financial advisory firm headquartered in Peabody, MA. They manage $248,816,374 in 809 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $307,560
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
  • 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.

FL, MA, ME, NH, NY, TX

Financial Advisors at Freedman Financial Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marc S. Freedman
CRD#: 2165138
8 Essex Center Drive, 3rd Floor, Peabody, MA 01960
96
Wealthminder
score

Marc Freedman (CRD# 2165138) is an Investment Advisor Representative working at Freedman Financial Associates, Inc. in Peabody, MA and has over 25 years of experience in the finance industry. Marc Freedman 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
Marion B. Gilman
CRD#: 3163462
8 Essex Center Drive, Peabody, MA 01960
96
Wealthminder
score

Marion Gilman (CRD# 3163462) is an Investment Advisor Representative working at Freedman Financial Associates, Inc. in Peabody, MA and has over 17 years of experience in the finance industry. Marion Gilman 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.

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