Freeman Wealth Management LLC
Freeman Wealth Management LLC (CRD# 140416) is a financial advisory firm headquartered in Dallas, TX. They manage $36,678,279 in 206 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts206ACCOUNTS
Average Account Value$178,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Freeman (CRD# 2846357) is an Investment Advisor Representative working at Freeman Wealth Management LLC in Dallas, TX and has over 21 years of experience in the finance industry. Patrick Freeman 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.