Kirk
Freedle
Sunbelt Securities, Inc
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About this Advisor
Kirk Freedle is a chartered financial consultant working in Aurora, Colorado with a total of 12 years of industry experience. Freedle is on the advisory team at Sunbelt Securities, Inc. Over the course of their career, they have held roles at Jolliffe Capital, Inc, Sunbelt Securities Inc, Innovative Financial Partners, LLC. (Dba), Advisersource.Com, LLC and Familywealth (Ria). Freedle maintains a Series 63 license, certifying them as a securities representative, and is registered to serve investors in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, Nebraska, Nevada, New York, North Carolina, Oklahoma, Pennsylvania, South Dakota, Texas, Virginia, Washington, Wisconsin and Wyoming. Sunbelt Securities, Inc is a financial advisory company operating out of Houston, TX. It has offices in 13 locations and a total of 67 employees. It has $2 billion in assets under management across its 5,010 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 5,010 client accounts, just 10% are held by high-net-worth investors who have greater than $1 million in investable assets. Sunbelt Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually vary depending on which services are provided. However, fees charged by Sunbelt Securities, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sunbelt Securities, Inc Brokerage Details
$1,782,009,305
67
5,010
$355,690
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kirk Freedle Work History
Kirk has been registered as a financial advisor for 12 years.*
Familywealth (Ria)
Sunbelt Securities Inc
Innovative Financial Partners, LLC. (Dba)
Advisersource.Com, LLC
Jolliffe Capital, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kirk Freedle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sunbelt Securities
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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