Neil Freeman (CRD# 1283664) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 36 years of experience in the finance industry.
CRD# 4165858
Hightower Advisors, LLC
CRD# 4586194
Rock Ridge Wealth LLC
CRD# 2089960
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Professional Benefits | Watertown, NY | Jan 2023 - Current | 1 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
United Wealth Advisors Group, Llc (uwag) | Watertown, NY | Mar 2017 - Current | 7 |
United Professional Advisors, LLC | Watertown, NY | Apr 2016 - Current | 8 |
Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
Ameritas Life Insurance Corp Of New York | New York, NY | Feb 2006 - Current | 18 |
North Country Consulting | Watertown, NY | Jul 2001 - Current | 22 |
Copenhagen School | Copenhagen, NY | Nov 2012 - Mar 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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