Gregory Thomas Freeman
Professional Summary
Gregory Thomas Freeman is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Carmel, Indiana. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC
Contact Information
Main Address
10201 N. Illinois Street Suite 325, Carmel, IN 46290Phone Number
(317) 590-0146# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,991AUM (Assets Under Management)
$246,692,286Similar Advisors
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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.
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Primary Firm SEC Registration
FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC
State Registrations and Notice Filings
(10/30/2024)
(10/30/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2009About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Thomas Freeman's CRS (Customer Relationship Summary).
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