Sagepoint Financial, Inc
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About this Advisor
Duff Freeman is a financial advisor whose office is in Raleigh, North Carolina. Currently a registered financial advisor with Sagepoint Financial, Inc, they have accrued an impressive 23 years of professional experience. Freeman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Freeman is registered to advise clients based out of Washington, D.C., South Carolina, Georgia and North Carolina. During their career, the advisor has held roles at Aig Financial Advisors, Inc, Freeman Financial Services, Next Financial Group Inc and Sagepoint Financial Advisors. Sagepoint Financial, Inc is based out of Raleigh, North Carolina, and has 615 additional offices in the nation. As a company, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 client accounts and employs more than 2,032 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Sagepoint Financial, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, 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
- Educational seminars/workshops
Duff Freeman Work History
Duff has 23 years of experience.
Sagepoint Financial Advisors
Next Financial Group Inc
Aig Financial Advisors, Inc
Freeman Financial Services
Duff Freeman has disclosures.
Please visit their SEC profile for more details.