Marc
Freedman

Freedman Financial Associates, Inc

CRD#2165138
Investment Advisor
in Peabody, MA

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About this Advisor

Marc Freedman is a certified financial planner whose office is in Peabody, Massachusetts. Currently a registered investment advisor with Freedman Financial Associates, Inc, they have accrued a notable 27 years of professional experience. Freedman maintains a Series 63 license, certifying the advisor as a securities agent. Freedman is registered to work with clients in Massachusetts and Texas. Their career trajectory has included roles at Lpl Financial LLC and Freedman Financial Associates, Inc. Freedman Financial Associates, Inc is headquartered in Peabody, Massachusetts. As a registered investment advisory firm, Freedman Financial Associates, Inc oversees $322 million in assets throughout 907 accounts and retains six staff members. The amount of assets the firm manages places it among the mid-sized financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Freedman Financial Associates, Inc offers 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 63, Certified Financial Planner

Years of Experience

27 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

8 Essex Center Drive, 3Rd 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

Marc Freedman Work History

Marc has 27 years of experience.

2012 - Present (7 years)

Freedman Financial Associates, Inc

1991 - Present (28 years)

Lpl Financial LLC

1998 - 2014 (16 years)

Freedman Financial Associates, Inc

Disclosures

Marc Freedman 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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