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RB

Rolland Basant

FREEDOM FINANCIAL MANAGEMENT
Saint Cloud, FL 34771
Some features on this profile are disabled
CRD#: 5141395
RB

Professional summary

Rolland Basant is a registered financial advisor currently at FREEDOM FINANCIAL MANAGEMENT, INC located in Saint Cloud, Florida.

Rolland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Rolland has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rolland Basant'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

December 12, 2023 - Present

FREEDOM FINANCIAL MANAGEMENT, INC

Office #1: 2013 Live Oak Blvd Suite K, Saint Cloud, FL 34771
RIA
CRD#: 315316
Saint Cloud, FL
Past

August 25, 2006 - July 8, 2013

FREEDOM FINANCIAL MANAGEMENT, INCORPORATED

RIA
CRD#: 140693
ORLANDO, FL

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
Florida
(12/12/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2023
Uniform Investment Adviser Law Examination

Current Firm

FF
FREEDOM FINANCIAL MANAGEMENT, INC
FREEDOM FINANCIAL MANAGEMENT, INC

CRD#: 315316 / SEC#:

Florida
Registered Investment Advisory firm - (12/12/2023 Approved)
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Contact information

Main Address
2013 Live Oak Blvd Suite K, Saint Cloud, FL 34771
Mailing Address
Phone number
(321) 246-3996
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 13,900,000

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.

Company Information

FREEDOM FINANCIAL MANAGEMENT, INC

CRD#: 315316Saint Cloud, FL 34771

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