William Freeman is a registered investment advisor, based in Lake Mary, FL, with 6 years of industry experience.
Location
605 Crescent Executive Court, Suite 104, Lake Mary, FL, 32746
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Ifp Securities, LLC
February 2025 - Present · 1 yr 3 mos
Ifp Securities, LLCBroker
February 2025 - Present · 1 yr 3 mos
Qtr Family Wealth, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Bison Wealth, LLC
June 2022 - February 2025 · 2 yrs 8 mos
Metric Financial, LLCBroker
June 2022 - May 2024 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2021 - May 2022 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - May 2022 · 2 yrs 10 mos
State Registrations2 states
CAFL
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.