Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonham? Claim Your ProfileBonham Freeman is an investment advisor representative at LPL Financial LLC. Bonham has been in the financial industry for over 25 years, and has a proven track record of success in helping clients achieve their financial goals. Bonham is registered to provide investment advice in Florida, Missouri, Texas and Virginia, and offers a wide range of financial services, including financial planning, investment management, and insurance sales.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/21/2021 - Present
LPL Financial LLC (SAINT LOUIS MO)
MO
01/04/2013 - 07/21/2021
WADDELL & REED (SAINT LOUIS MO)
MO
09/05/1996 - 01/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MN
09/05/1996 - 10/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/1996 - 10/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bonham Freeman is the right advisor for you? Invested Better is here to help.
