Marion
Gilman

Freedman Financial Associates, Inc

CRD#3163462
Investment Advisor
in Peabody, MA

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About this Advisor

Marion Gilman is a certified financial planner whose office is in Peabody, Massachusetts. Currently a registered investment advisor at Freedman Financial Associates, Inc, Gilman has 18 years of experience in the financial advisory industry. Gilman has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Gilman is able to serve investors based out of Massachusetts and Texas. During their career, Gilman has held roles at Lpl Financial LLC and Freedman Financial Associates, Inc. Freedman Financial Associates, Inc is headquartered in Peabody, Massachusetts. In total, Freedman Financial Associates, Inc manages $322 million in assets throughout 907 accounts and retains six staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory 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 advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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 63, Series 65, Certified Financial Planner

Years of Experience

18 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
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

Marion Gilman Work History

Marion has 18 years of experience.

2000 - Present (19 years)

Lpl Financial LLC

2000 - Present (19 years)

Freedman Financial Associates, Inc

Disclosures

Marion Gilman 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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