Katrina Freedman is a registered investment advisor at Private Advisor Group, LLC, based in Reston, VA, with 10 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1939 Roland Clarke Place Suite 400, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katrina operates her LPL business under the DBA Global Advisor Group and provides investment advisory services through Private Advisor Group, an independent investment advisor firm. These activities take up Katrina's full-time work hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations31 states
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