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 based in Peabody, Massachusetts, who has 19 years of financial industry experience. Gilman is on the advisory team at Freedman Financial Associates, Inc. Their career trajectory has included roles at Lpl Financial LLC and Freedman Financial Associates, Inc. Gilman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Texas. Freedman Financial Associates, Inc is an advisory company based out of Peabody, Massachusetts. It handles $322 million in total assets among its 983 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 983 customer accounts, 26% are held by high-net-worth investors who have greater than $1 million in assets. Freedman Financial Associates, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically are based on the financial services offered. However, fee types billed by Freedman Financial Associates, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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 20 years of experience.

2000 - Present (20 years)

Lpl Financial LLC

2000 - Present (20 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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