Kevin D. Freeman

FREEMAN GLOBAL INVESTMENT COUNSEL

Keller, TX

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CRD#: 2143867

Professional summary

Kevin David Freeman is a registered financial advisor currently at FREEMAN GLOBAL INVESTMENT COUNSEL located in Keller, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

FREEMAN GLOBAL INVESTMENT COUNSEL, NOT INVESTMENT-RELATED; 712 LAKEWAY DRIVE KELLER, TEXAS 76248; BUSINESS (NON-INVESTMENT ADVISORY)CONSULTING TO MAJOR FINANCIAL SERVICES COMPANIES REGARDING THE NATURE AND FUTURE POTENTIAL OF THEIR BUSINESS; PRESIDENT; 80; 80; DAY-TO-DAY OPERATIONS. ON THE BOARD OF DIRECTORS FOR GALECTIN THERAPEUTICS, A PUBLICALLY HELD COMPANY. NON-INVESTMENT RELATED. STARTING 05/2011.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin David Freeman'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®

None

Experience

Current

September 5, 2006 - Present

FREEMAN GLOBAL INVESTMENT COUNSEL

RIA

CRD#: 141693

Keller, TX

Past

March 14, 2001 - December 31, 2002

SEPARATE ACCOUNT SOLUTIONS

RIA

CRD#: 107984

DALLAS, TX

Past

May 14, 1991 - February 9, 2000

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

CRD#: 27884

SAN MATEO, CA

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

Oklahoma
(10/18/2006)

IAR

Texas
(9/5/2006)

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

IAR

Series 65

Date: 5/14/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/13/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/25/1994

General Securities Principal Examination

Current Firm

FREEMAN GLOBAL INVESTMENT COUNSEL

CROSS CONSULTING AND SERVICES, LLC | FREEMAN GLOBAL INVESTMENT COUNSEL

CRD#: 141693 / SEC#:

Oklahoma

Registered Investment Advisory firm - (10/18/2006 Approved)

Texas

Registered Investment Advisory firm - (9/5/2006 Approved)

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Contact information

Main Address

Keller, TX

Mailing Address

Phone number

(866) 737-2728

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 12,407,913

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin D. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin David Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEMAN GLOBAL INVESTMENT COUNSEL

SEPARATE ACCOUNT SOLUTIONS

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/1991

Series 63

Date: 5/14/1991

Series 7

Date: 5/13/1991

Series 24

Date: 2/25/1994

Current Firm

FREEMAN GLOBAL INVESTMENT COUNSEL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEMAN GLOBAL INVESTMENT COUNSEL

TRUST BUT VERIFY

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