Ronald A. Freeman

LIFEPATH ADVISORS

Bluffton, SC

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CRD#: 1830650

Professional summary

Ronald Allen Freeman JR, CFP®, who also goes by R Allen Freeman Jr, Ronald Allen Freeman Jr, Ronald Allen Freeman, Ronald Allen Jr Freeman, is a registered financial advisor currently at LIFEPATH ADVISORS, LLC located in Bluffton, South Carolina.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ronald has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Allen Freeman Jr | Ronald Allen Freeman Jr | Ronald Allen Freeman | Ronald Allen Jr Freeman

Other business activities

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.

Allen Freeman has an affiliated business as an independent insurance agent for multiple producers. Investment related. He spends approximately 10% of his time in this practice. Allen Freeman is a CDFA - Certified Divorce Financial Analyst at Lowcountry Divorce Planning, LLC since June 2018. 212 Station Pkwy. Bluffton, SC 29910. Not investment related. He spends 10% of his time in this practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allen Freeman JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 29, 2024 - Present

LIFEPATH ADVISORS, LLC

RIA

CRD#: 329780

Bluffton, SC

Past

December 17, 2021 - December 21, 2023

LIFEWORKS ADVISORS, LLC

RIA

CRD#: 288255

Bluffton, SC

Past

May 8, 2020 - April 25, 2022

EIGHT4THREE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307204

BLUFFTON, SC

Past

December 21, 2016 - May 22, 2020

CFG WEALTH MANAGEMENT, LLC

RIA

CRD#: 174040

BLUFFTON, SC

Past

February 10, 2009 - October 28, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

BLUFFTON, SC

Past

February 9, 2009 - October 28, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

BLUFFTON, SC

Past

December 21, 2007 - April 18, 2008

OSAIC FS, INC.

RIA

CRD#: 3870

OWENSBORO, KY

Past

December 21, 2007 - April 18, 2008

OSAIC FS, INC.

CRD#: 3870

OWENSBORO, KY

Past

June 22, 2005 - March 16, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ATLANTA, GA

Past

May 2, 2005 - March 16, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ATLANTA, GA

Past

May 2, 2005 - March 16, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ATLANTA, GA

Past

January 21, 2004 - December 31, 2004

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ATLANTA, GA

Past

November 18, 2003 - February 8, 2005

FINANCIAL NETWORK CORP

RIA

CRD#: 110229

ATLANTA, GA

Past

April 29, 2003 - December 31, 2004

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

February 20, 2003 - April 30, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MARIETTA, GA

Past

November 16, 1999 - April 30, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 16, 1999 - April 30, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/16/2025)

IAR

South Carolina
(3/29/2024)

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

State Security Law Exam

Series 63

Date: 11/16/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1999

General Securities Representative Examination

Current Firm

LIFEPATH ADVISORS, LLC

CRD#: 329780 / SEC#:

Georgia

Registered Investment Advisory firm - (7/16/2025 Approved)

South Carolina

Registered Investment Advisory firm - (3/29/2024 Approved)

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Contact information

Main Address

Bluffton, SC

Mailing Address

Phone number

(843) 252-0410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 10,100,000

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Ronald A. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allen Freeman JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEWORKS ADVISORS, LLC

EIGHT4THREE WEALTH MANAGEMENT, LLC

CFG WEALTH MANAGEMENT, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

OSAIC FS, INC.

OSAIC FS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

FINANCIAL NETWORK CORP

CETERA WEALTH SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/1999

SIE

Date: 10/28/2016

Series 7

Date: 11/15/1999

Current Firm

LIFEPATH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFEPATH ADVISORS, LLC

TRUST BUT VERIFY

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