Christian
Karcher

Freedman Financial Associates, Inc

CRD#6350611
Investment Advisor
in Peabody, MA

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About this Advisor

Christian Karcher is an investment advisor who works out of Peabody, Massachusetts. Currently a registered financial advisor with Freedman Financial Associates, Inc, they have gathered 12 years of work experience as a financial advisor. Karcher maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Karcher is able to work with clients in Massachusetts. During their career, Karcher has held roles at Lpl Financial LLC, Freedman Financial Assoc. Inc, Cedarburg School District, University Of Wisconsin Madison, Shopko, Augustine Financial, LLC and Commonwealth Financial Network. Freedman Financial Associates, Inc is based out of Peabody, Massachusetts. As a company, Freedman Financial Associates, Inc manages $322 million in assets throughout 907 client accounts and retains six staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Freedman Financial Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

41 Cross Street 2Nd Floor
Peabody, MA 01960

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Freedman Financial Associates, Inc Brokerage Details

Total Assets Under Management

$321,512,000

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

983

MA Average: 4,567
Average Account Size

$327,072

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Christian Karcher Work History

Christian has 12 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2017 - Present (2 years)

Freedman Financial Assoc. Inc

2016 - 2017 (1 year)

Augustine Financial, LLC

2016 - 2017 (1 year)

Commonwealth Financial Network

2012 - 2016 (4 years)

University Of Wisconsin Madison

2012 - 2012 (< 1 year)

Shopko

2006 - 2012 (6 years)

Cedarburg School District

Disclosures

Christian Karcher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Freedman Financial Associates, Inc

Christian Karcher
Peabody, MA
Marion Gilman
Peabody, MA
Marc Freedman
Peabody, MA

This content was compiled from the SEC and FINRA.

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