Joseph Freeman
Joseph Freeman is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2900 Highway 280, Suite 100, Birmingham, AL, 35223
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Regulatory History (1)
Financial
September 2017Other Business Activities
Joseph is an Associate/Employee and Board Member for the Jefferson County Board of Equalization and Adjustments since July 2024. This requires a few hours per week to review challenges to property value assessments.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Keegan & Company, INC.Broker
Sterne, Agee & Leach, INC.Broker
Sterne, Agee & Leach, INC.Broker
Dean Witter Reynolds INC.Broker
Sterne, Agee & Leach, INC.Broker
First Birmingham Securities CorporationBroker
First Birmingham Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.