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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
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Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
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FIRM INFORMATION
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Participation or Interest in Client Transactions
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FIRM DOCUMENTS
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Advisor's working at
MG
Melissa Dawn Grass
IAR
CRD#: 4501955
Location:
South Charleston, WV 25309
Company:
FREEDOM FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
23 years
Danielle Purcell Barrios
IAR
RR
CRD#: 5503312
Location:
Beverly Hills, CA 90212
Company:
MORGAN STANLEY
Disclosures:
Experience:
18 years
KE
Kurtis Lee Elden
PR
CRD#: 5404663
Location:
Minneapolis, MN 55416-1297
Company:
ALLIANZ LIFE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
18 years
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