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Financial Advisor   

$310MM AUM | $2.5MM GDC in Peabody, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

3% Comm
97% Fee

General

Location
Peabody, MA, US
12 Month Gross Revenue
$2,500,000
Number of Accounts
1,500
Avg Client Age
59

Overview

Freedman Financial is an SEC Registered Investment Advisor. We also Hybrid with LPL Financial. Since 1968 we've been providing financial planning and investment management advice to individuals and families who call the North Shore and Merrimack Valley their home. Clients only meet with Certified Financial Planners. We are seeking to build our firm through smart acquisition, branding presence in our community and, of course, client referrals.

 
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