Patrick Freeman is a registered investment advisor at D.A. Davidson & CO., based in Gold Canyon, AZ, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Gold Canyon, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an AVP Senior Investors Protection Principal on the Idaho Department of Finance Emerging Technology advisory committee. He advises the committee on senior investor concerns, dedicating minimal time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
LPL Financial LLC
LPL Financial LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
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