EF
EF

Enock Freire

16 Years of Experience
Kailua Kona, HI
1 DisclosureBroker

Enock Freire is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kailua Kona, HI, with 16 years of industry experience. Enock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

75-170 Hualalai Rd, Ste D119, Kailua Kona, HI, 96740

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History

Regulatory History (1)
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Judgment / Lien
February 2025
Other Business Activities

Enock owns another business, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2021 - Present · 4 yrs 9 mos
Ameriprise Financial Services, LLC
August 2021 - Present · 4 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Bankoh Advisors
September 2019 - May 2021 · 1 yr 8 mos
Bankoh Investment Services, INC.Broker
September 2019 - May 2021 · 1 yr 8 mos
LPL Financial LLC
November 2017 - July 2019 · 1 yr 8 mos
LPL Financial LLCBroker
November 2017 - July 2019 · 1 yr 8 mos
Cetera Investment Advisers LLC
April 2017 - November 2017 · 7 mos
Cetera Investment Services LLCBroker
April 2017 - November 2017 · 7 mos
LPL Financial LLCBroker
August 2012 - April 2017 · 4 yrs 8 mos
LPL Financial LLC
August 2012 - April 2017 · 4 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2011 - August 2012 · 1 yr 1 mo
National Planning CorporationBroker
March 2011 - August 2012 · 1 yr 5 mos
UBS Financial Services INC.
March 2003 - July 2004 · 1 yr 4 mos
UBS Financial Services INC.Broker
March 2003 - July 2004 · 1 yr 4 mos
State Registrations2 states
FLHI
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.