Joel B. Freeman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joel Bradley Freeman was a registered financial professional .
Joel is a previously registered financial professional and started their career in finance in 1999. Joel had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 25, 2021 - December 31, 2022
HABERSHAM WEALTH MANAGEMENT, INC.
May 25, 2005 - December 31, 2020
HABERSHAM WEALTH MANAGEMENT, INC.
November 6, 2002 - May 17, 2005
PARK AVENUE SECURITIES LLC
October 27, 1999 - August 15, 2002
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HABERSHAM WEALTH MANAGEMENT, INC.
CRD#: 135058 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 3,543,822 |
Red Flags
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