Byron Freeman
Byron Freeman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Worth, TX, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
5128 Apache Plume Rd, Fort Worth, TX, 76109
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Regulatory History (1)
Financial
May 2020Other Business Activities
Byron is the owner and employee of Bfree Financial Service LLC, where he looks for properties, acts as a property manager, and finds prospective tenants. This takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Horace Mann Investors INCBroker
TD Ameritrade, INC.Broker
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.