Christopher Freeman
CRD Number: 1170321Current Firm: Raymond James Financial Services Advisors, Inc.
Christopher Freeman (CRD# 1170321) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheeling, WV and has over 40 years of experience in the finance industry. Christopher 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.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Freeman Investments LLC | Wheeling, WV | Jun 2018 - Current | 5 |
Eos, LLC | Wheeling, WV | Jun 2014 - Current | 9 |
Eos, LLC | Greensburgh, PA | Jun 2009 - Current | 14 |
Raymond James Financial Services, Inc. | Wheeling, WV | May 2009 - Current | 15 |
Riverbridge Wealth, LLC | Wheeling, WV | May 2009 - Current | 15 |
Raymond James Financial Services Advisors Inc. | Wheeling, WV | May 2009 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1983 |
S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- WV
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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