Robert
Freeman
Spc
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About this Advisor
Robert Freeman is a financial advisor operating in Plainfield, Indiana with 20 years of industry experience. Freeman is an advisor for Spc. Their career trajectory has included roles at Sammons Securities Company, LLC, Parkland Securities and Sigma Financial Corporation. Freeman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Indiana and South Carolina. Spc is a financial advisory firm based out of Ann Arbor, MI. The company has offices in 426 locations and a total of 610 financial advisors. It has $6 billion in total assets among its 34,594 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 20 charities and foundations. Of its 34,594 accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Spc performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is offered. Fees billed by Spc may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Freeman Work History
Robert has been registered as a financial advisor for 20 years.*
Sigma Financial Corporation
Parkland Securities
Sammons Securities Company, LLC
*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 Robert Freeman 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 Spc
Melbourne, FL
Ann Arbor, MI
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
