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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Freeman is a financial advisor with Cambridge Investment Research Advisors, Inc. James has been in the financial industry since 1986. James has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. James provides a range of advisory services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitation fees from 3rd party money managers
1
2
MA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Georgetown MA)
MA
08/05/1994 - 12/09/2022
CANTELLA & CO., INC. (Malden MA)
CA
01/03/1994 - 07/30/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
05/19/1992 - 12/31/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
06/18/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NY
04/11/1988 - 06/24/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/22/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 30 - NFA Branch Manager Examination
BC
Issued 05/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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