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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brantley? Claim Your ProfileBrantley Freeman is an investment advisor representative with LPL Financial LLC. Brantley has been working in the financial industry since 2012. Brantley has a Series 6, Series 7, and Series 63 license and has passed the SIE exam. Brantley also has a Series 65 license and is registered as an investment advisor representative in Texas, Colorado, Florida, Illinois, Kansas, Maryland, New Mexico, South Carolina, Tennessee, and Washington. Brantley has experience working with Avantax Investment Services, Inc., Avantax Advisory Services, Avantax Insurance Agency, LLC, and Atlet - Athletes Enhancement Training, LLC. In addition to working as an investment advisor representative, Brantley is a business owner for Atlet LLC and Karen S Freeman CPA PLLC.
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
TX
05/15/2024 - Present
LPL Financial LLC (MANSFIELD TX)
TX
08/03/2012 - 05/29/2024
AVANTAX INVESTMENT SERVICES, INC. (MANSFIELD TX)
IA
Issued 06/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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