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Celesta Freeman

29 Years of Experience
Huntsville, AL
Broker

Celesta Freeman is a registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

601 Madison Street, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2017 - Present · 9 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2010 - March 2017 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2001 - March 2017 · 15 yrs 10 mos
Prudential Securities IncorporatedBroker
September 1996 - May 2001 · 4 yrs 8 mos
State Registrations40 states
ALARAZCACOCTDCFLGAILINKYLAMAMDMIMNMOMSNCNDNENHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Celesta Freeman - Financial Advisor | TrueAdvisor