Matthew FreemanCRD Number: 5898818
Current Firm: Prudential Financial Planning Services
Matthew Freeman (CRD# 5898818) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Chesterfield, VA and has over 5 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Pruco Securities LLC||Glen Allen, VA||Sep 2017 - Current||< 1|
|The Prudential Insurance Company Of America||Glen Allen, VA||Sep 2017 - Current||< 1|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Sep 2017||1|
|Mml Investors Services, LLC||Richmond, VA||Jul 2016 - Sep 2017||1|
|Etz Insurance Agency||Richmond, VA||Apr 2014 - Sep 2017||3|
|Metlife Premier Client Group Of The Mid-atlantic||Richmond, VA||Dec 2015 - Jul 2016||< 1|
|Oneamerica Securities||Richmond, VA||Sep 2014 - Dec 2015||1|
|American United Life||Richmond, VA||Jul 2014 - Dec 2015||1|
|Allstate Insurance Company||Richmond, VA||Jul 2013 - Apr 2014||< 1|
|Metlife Securities Inc.||Richmond, VA||Mar 2011 - Jul 2013||2|
|Berkeley Hotel||Richmond, VA||Aug 2008 - Mar 2011||2|
|Gingerbread House||Danville, VA||Mar 2008 - Aug 2008||< 1|
|United States Marine Corps||Jacksonville, NC||Feb 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.