Joseph W. Freeman

PRIVATE WEALTH ADVISORS

Boise, ID 83702

Some features on this profile are disabled

CRD#: 5452657

Professional summary

Joseph Wilton Freeman, who also goes by Joseph Freeman, is a registered financial advisor currently at PRIVATE WEALTH ADVISORS located in Boise, Idaho.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph 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.

SUPERIOR REALTY, NON-SECURITIES RELATED, INVESTMENT RELATED (REAL ESTATE), 2449 S VISTA AVE BOISE ID 83705, BUSINESS NATURE: REAL ESTATE, TITLE: REAL ESTATE SALESPERSON. START DATE: 04/07/2015 APROX HRS TO OBA: 0-10HRS/MONTH. APROX HRS TO OBA DURING SECURITIES TRADING HOURS: 0-4 HRS/MONTH. DESCRIPTION: PART-TIME REAL ESTATE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wilton 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

January 4, 2010 - Present

PRIVATE WEALTH ADVISORS

Office #1: 223 N 6th St Suite 400, Boise, ID 83702

RIA

CRD#: 152073

Boise, ID

Past

January 4, 2010 - December 31, 2010

PRIVATE WEALTH ADVISORS

RIA

CRD#: 152073

BOISE, ID

Past

April 7, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOISE, ID

Past

January 25, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOISE, ID

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

Idaho
(1/4/2010)

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 66

Date: 4/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/24/2008

General Securities Representative Examination

Current Firm

PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS | PRIVATE WEALTH ADVISORS INC.

CRD#: 152073 / SEC#:

Idaho

Registered Investment Advisory firm - (1/1/2010 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

223 N 6th St Suite 400, Boise, ID 83702

Mailing Address

Phone number

(208) 287-8870

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 8,879,887

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.

Similar Advisors

Burke Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Chris Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph W. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wilton Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2008

Series 7

Date: 1/24/2008

Current Firm

PRIVATE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors