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Freeman Buckner Irby

Tiaa-Cref Individual & Institutional Services, LLC

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About Freeman Buckner Irby

Freeman Irby is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC located in Frisco, Texas. Freeman has been in the financial services industry since 1995. Freeman has a Series 7, Series 63 and Series 65 license and is registered in Arkansas, Louisiana, Oklahoma and Texas. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Freeman was employed at Securities America, Inc. Freeman specializes in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Freeman Irby is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Freeman Irby’s Registration & Firm History

TX

04/03/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

11/06/2015 - 03/21/2024

SECURITIES AMERICA, INC. (PLANO TX)

TX

01/16/2015 - 11/19/2015

MML INVESTORS SERVICES, LLC (DALLAS TX)

CO

01/26/2010 - 10/13/2014

CURIAN CLEARING, LLC (DENVER CO)

TN

01/12/2009 - 12/31/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

CO

07/02/2002 - 01/07/2009

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

PA

03/16/1999 - 01/16/2002

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

TX

09/03/1997 - 01/21/1998

FIRST SOUTHWEST COMPANY (DALLAS TX)

AR

07/08/1992 - 07/29/1996

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 05/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Freeman Buckner Irby. Review regulatory record here.
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