Unclaimed
Randolph Freeman is a financial advisor with William Blair. Randolph has a Series 79TO and a Series 63 license, and is registered with FINRA as well as the states of Georgia and Illinois. He specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Randolph's experience includes working with high net worth individuals and businesses, as well as charitable organizations.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
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GA
10/31/2022 - Present
William Blair (ATLANTA GA)
BC
Issued 11/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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