Shemika Freeman is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 18 years of industry experience. Shemika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Shemika engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
E*trade Securities LLCBroker
State Registrations10 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.