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About Freedom Wealth Management |
Freedom Wealth Management is an independently owned financial consulting firm with more than 10 year of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Freedom Wealth Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective. |
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General Information |
| Years of Experience in Financial Services: |
11
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| Work Experience: |
Morgan Stanley
Edward Jones
First Allied
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| States Licensed in: |
CA, CO, FL, KY, NJ, NC, SC, WA, WI
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| Name of Custodial Firm: |
Pershing LLC
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| Number of Years with Current Firm: |
1
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| Insurance License#: |
Ca Insurance Lic # OC78918
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
First Allied
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Education |
| Academic Background |
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| Graduated Azusa Pacific University with BA in Religion-Youth Ministry emphasis and a BA in Communication |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Asset Management Specialist (AAMS®)
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| Securities Licenses: |
Series 7, Series 31, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Members Institute
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| Non-Financial Organization Memberships: |
Rotery International
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
50,000
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