LF
Liana B. Freeland
VICUS CAPITAL
Camp Hill, PA 17011
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CRD#: 7318000
LF
Professional summary
Liana Beth Freeland, who also goes by Liana Beth Bateman, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Camp Hill, Pennsylvania.
Liana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Liana has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Liana Beth Bateman
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.
1. NAME OF OTHER BUSINESS: Clelan and Company INVESTMENT RELATED: Yes ADDRESS: Same as Registered Location NATURE OF BUSINESS: Financial Advisory Firm POSITION/TITLE/RELATIONSHIP: Client Service Associate START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: Helps manage client relationships by onboarding new clients, preparing for existing client meetings, and supporting clients with their ongoing service needs. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 06/2022 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: MICHAEL J. SANTANNA JR ACHIEVEMENT FOUNDATION INVESTMENT RELATED: NO ADDRESS: 409 BROOKVIEW COURT, HARRISBURG, PA 17112 NATURE OF BUSINESS: FOUNDATION POSITION/TITLE/RELATIONSHIP: BOARD MEMBER START DATE: 04/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: COMMUNICATE TO SCHOOLS; HAND OUT SCHOLARSHIPS 4. NAME OF OTHER BUSINESS: FREELAND VENTURES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: RESALE OF VINYL RECORDS AND OTHER VINTAGE ITEMS POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 04/2023 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PURCHASE, LIST AND SHIP ITEMS BASED ON ONLINE SALES
CRS (Client Relationship Summary) - RIA
Click below to view Liana Beth Freeland'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®
NoneExperience
Current
May 26, 2022 - Present
VICUS CAPITAL, INC.
Office #1: 210 Grandview Avenue, Suite 101, Camp Hill, PA 17011RIA
CRD#: 116021
Camp Hill, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)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
Pennsylvania(5/26/2022)
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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