Owen Freeman-Daniels, financial advisor West Springfield MA

Owen Freeman-Daniels

CRD Number: 4487133
Current Firm: Kestra Advisory Services, LLC

Owen Freeman-Daniels (CRD# 4487133) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Springfield, MA and has over 22 years of experience in the finance industry. Owen Freeman-Daniels 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.

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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Springfield, MA Sep 2016 - Current 7
Kestra Investment Services, LLC Springfield, MA Sep 2005 - Current 18
Nfp Securities, Inc. Boston, MA Sep 2005 - Apr 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Owen D. Freeman-Daniels
Phone Number: 8445537872
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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