Scott
Freeman

Criterion Capital Advisors LLC

CRD#5508974
Investment Advisor
in Nashville, TN

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About this Advisor

Scott Freeman is a financial advisor based in Nashville, Tennessee, working with Criterion Capital Advisors LLC. Scott has previously held positions at Centennial Wealth Management LLC, Criterion Capital Advisors LLC, and Wells Fargo Advisors Financial Network, LLC. Scott has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Scott is part of Criterion Capital Advisors LLC, which operates out of Nashville, Tennessee. The firm has 6 employees and manages assets totaling $460.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Criterion Capital Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4515 Harding Pike Ste 300
Nashville, TN 37205

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Criterion Capital Advisors LLC Brokerage Details

Total Assets Under Management

$460,581,000

TN Average: $730,596,643
Total Number of Employees

6

TN Average: 15
Total Number of Accounts

1,045

TN Average: 968
Average Account Size

$440,747

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Scott Freeman Work History

2018 - Present (7 years)

Criterion Capital Advisors LLC

2018 - Present (7 years)

Criterion Capital Advisors LLC

2017 - 2018 (1 year)

Wells Fargo Advisors Financial Network, LLC

2015 - 2018 (3 years)

Wells Fargo Advisors Financial Network, LLC

2012 - 2015 (3 years)

Centennial Wealth Management LLC

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Disclosures

Please visit the SEC profile of Scott Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Criterion Capital Advisors LLC

Maxon Seckman
Nashville, TN
Scott Freeman
Nashville, TN
Allan Horner
Nashville, TN
Mark Pierce
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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