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William Freund

52 Years of Experience
St. Louis, MO
BrokerSells Insurance

William Freund is a registered investment advisor, based in St. Louis, MO, with 52 years of industry experience.

Location

530 Maryville Centre Dr., Suite 210, St. Louis, MO, 63141

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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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Other Business ActivitiesSells Insurance

William is a registered principal/advisory representative of a RIA, Freund & Co. Investment Advisors LC, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2002 - Present · 23 yrs 11 mos
Cambridge Investment Research, INC.Broker
June 2002 - Present · 23 yrs 11 mos
Freund & CO Investment Advisors, L.C.
August 1997 - Present · 28 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
August 1997 - June 2002 · 4 yrs 10 mos
W. S. Griffith & CO., INC.Broker
June 1988 - August 1997 · 9 yrs 2 mos
Home Life Insurance CompanyBroker
June 1988 - October 1992 · 4 yrs 4 mos
W. S. Griffith & CO., INC.Broker
May 1986 - August 1997 · 11 yrs 3 mos
Home Life Insurance CompanyBroker
February 1974 - October 1992 · 18 yrs 8 mos
State Registrations8 states
CAILKSLAMOOHOKTX
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.
William Freund - Financial Advisor | TrueAdvisor