Jimmy Freeman
Jimmy Freeman is a registered investment advisor at Planmember Securities Corporation, based in San Antonio, TX, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
11550 W Interstate 10 Ste 240, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (2)
Regulatory
February 2012Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Jimmy is the owner/officer/president of Elite Plus Corporation DBA Elite Plus Financial, where he sells insurance (fixed annuities & life) and provides related services, dedicating full-time hours to this. He is also the owner of Elite Plus Corporation DBA Elite Plus Financial & Retirement Services, which offers financial & retirement services and fixed indexed annuities, dedicating more than full-time hours to this.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations8 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.