Velma FreemanCRD Number: 1897546
Current Firm: Cambridge Investment Research Advisors, Inc.
Velma Freeman (CRD# 1897546) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Worth, TX and has over 34 years of experience in the finance industry. Velma 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.
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
Td Ameritrade Investment Management, LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2022 - Current||< 1|
|Brown And Freeman LLC||Bedford, TX||Aug 2012 - May 2022||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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