Patrick Bernard Freeman
Professional Summary
Patrick Bernard Freeman, who also goes by Pat Freeman, Patrick B Freeman, is a registered financial advisor currently at FREEMAN, WILL & NIEMEIER, INC. located in Evansville, Indiana. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Patrick has worked at 8 firms and has passed the Series 63 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pat Freeman, Patrick B Freeman
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Videos & Posts
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Years of Experience
43 years in the financial services industry
Current & Past Employments
Current
Past
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current Firm
FREEMAN, WILL & NIEMEIER, INC.
Contact Information
Main Address
1919 West Franklin Street, Evansville, IN 47712Mailing Address
P.o. Box 6930, Evansville, IN 47719-0930Phone Number
(812) 425-1030# of Employees
2SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,295AUM (Assets Under Management)
$284,181,959Similar Advisors
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Primary Firm SEC Registration
FREEMAN, WILL & NIEMEIER, INC.
State Registrations and Notice Filings
(7/5/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Bernard Freeman's CRS (Customer Relationship Summary).
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
