Securities America Advisors, Inc
About this Advisor
Brian Freeman is a financial advisor working in Freehold, New Jersey, who has been in the financial industry for 21 years. Freeman is on the advisory team at Securities America Advisors, Inc. The advisor has gained experience at Holmdel Agency, Securities America, Inc, Advanced Financial Solutions Of Nj, Securities America Advisors, Inc and Freeman & Vannauker, LLC. Freeman has a Series 63 license, qualifying them as a securities broker, and is able to advise clients in New Jersey. Securities America Advisors, Inc is a financial advisory business that has its headquarters in Freehold, New Jersey. The firm has offices in 1,271 locations and a total of 1,989 financial advisors. It handles $29 billion in assets under management among its 184,356 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a number 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, publication of newsletters and educational seminars. Financial management fees typically are based on the type of services offered. However, fees billed by Securities America Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Freeman Work History
Brian has 21 years of experience.
Freeman & Vannauker, LLC
Advanced Financial Solutions Of Nj
Securities America Advisors, Inc
Securities America, Inc
Brian Freeman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Overland Park, KS
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.