Brantley Freeman (CRD# 6077265) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, TX and has over 11 years of experience in the finance industry.
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5460782
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mansfield, TX | May 2024 - Current | < 1 |
| Atlet - Athletes Enhancement Training, LLC | Midlothian, TX | Jan 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | Mansfield, TX | Jul 2018 - May 2024 | 5 |
| Avantax Advisory Services | Mansfield, TX | Jul 2017 - May 2024 | 6 |
| Avantax Investment Services, Inc. | Mansfield, TX | Jun 2012 - May 2024 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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