Duff
Freeman

Sagepoint Financial, Inc

CRD#1060808
Investment Advisor
in Raleigh, NC
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

6511 Creedmoor Road Suite 103
Raleigh, NC 27613

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

NC Average: $1,555,372,352
Total Number of Employees

1,957

NC Average: 37
Total Number of Accounts

42,989

NC Average: 1,370
Average Account Size

$185,820

NC Average: $1,135,308

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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.

2011 - Present (8 years)

Sagepoint Financial Advisors

2008 - 2011 (3 years)

Next Financial Group Inc

2005 - 2008 (3 years)

Aig Financial Advisors, Inc

1995 - Present (24 years)

Freeman Financial Services

Disclosures

Duff Freeman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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