Freedom Financial Advisors, LLC

Freedom Financial Advisors, LLC (CRD# 321101) is a financial advisory firm headquartered in Charleston, WV. They manage $2,129,512 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1211 Jefferson Rd., Charleston, WV 25309
http://ffadvisors.us
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $96,796
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
The map below shows states where this firm has explicit registration only.

WV

Financial Advisors at Freedom Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jerry Potter, financial advisor Charleston WV
Jerry D. Potter
CRD#: 1234550
1211 Jefferson Rd., Charleston, WV 25309

Jerry Potter (CRD# 1234550) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 40 years of experience in the finance industry.

2
Melissa Grass, financial advisor Charleston WV
Melissa D. Grass
CRD#: 4501955
1211 Jefferson Rd., Charleston, WV 25309

Melissa Grass (CRD# 4501955) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 21 years of experience in the finance industry.

3
Brian Ross, financial advisor Charleston WV
Brian Ross
CRD#: 2695509
1211 Jefferson Rd., Charleston, WV 25309

Brian Ross (CRD# 2695509) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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