Harlan Eric Freeman
CFP®Professional Summary
Harlan Eric Freeman, CFP® is a registered financial advisor currently at BRIGHTPATH FINANCIAL, INC. located in Boynton Beach, Florida. Harlan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Harlan has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Retirement Planning
Specializations
Biography
Throughout my 30 year career I have served as a financial problem solver for both individuals and businesses. I began my career with Arthur Andersen and spent five years in public accounting as a CPA. I subsequently attended the Booth Graduate School of Business at the University of Chicago where I studied Nobel Prize winning investment strategies developed by the school's professors and used today by renowned mutual fund company, Dimensional Fund Advisors and others....
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
BRIGHTPATH FINANCIAL, INC. | ENVISAGE WEALTH PLANNERS, INC.
Contact Information
Main Address
Boynton Beach, FLPhone Number
(872) 249-9300# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
133AUM (Assets Under Management)
$47,888,062Similar 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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State Registrations and Notice Filings
(6/23/2023)
(5/27/2015)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Harlan Eric Freeman's CRS (Customer Relationship Summary).
Services Offered by Harlan
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Retirement Planning
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