Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Stephen Freeman is an investment advisor representative with Independent Advisor Alliance, LLC. Craig has been in the financial services industry since November 2006. Craig is licensed in 12 states: Arizona, California, Colorado, Kansas, Louisiana, Montana, Oklahoma, South Carolina, Texas, Utah, and Kansas and Texas for investment advisor services. Craig holds a Series 66, Series 7, and SIE licenses. Craig has previously been employed with EDWARD JONES and LPL Financial. Craig's practice at Independent Advisor Alliance, LLC focuses on providing investment advisory services to a wide range of clients including individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
09/28/2018 - Present
Independent Advisor Alliance, LLC (Tecumseh KS)
KS
11/14/2006 - 04/07/2015
EDWARD JONES (TOPEKA KS)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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