Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Douglas Freeman is a financial advisor with Commonwealth Financial Network. James has been in the financial services industry since 2001 and is registered with the state of Florida. James is also a Certified Financial Planner. James has worked with various firms in the past, including FIRST ALLIED SECURITIES, INC., WOODBURY FINANCIAL SERVICES, INC., VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. James specializes in providing financial planning, portfolio management, and retirement planning. James is committed to providing personalized financial advice to help his clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/22/2020 - Present
Commonwealth Financial Network (Sarasota FL)
FL
08/24/2012 - 09/21/2020
FIRST ALLIED SECURITIES, INC. (Sarasota FL)
FL
05/24/2011 - 08/29/2012
WOODBURY FINANCIAL SERVICES, INC. (SARASOTA FL)
TX
05/17/2001 - 06/13/2011
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/17/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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