Van Freeman

Investment Advisor Representative, Life & Health Insurance Licensed

Financial Adviser at Lpl Financial Llc in Dallas, TX

About

I enjoy helping young professionals and pre-retirees with their investments and retirement planning needs. My 16+ years in financial services experience includes obtaining the Certified Trust Auditor (CTA) designation in the trust banking field, honors for both performance and MBA education, as well as experience as a licensed securities and insurance representative, and work on various wealth management and financial planning courses. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Arizona, Kansas, Louisiana, Oklahoma & Texas. Specialties: Retirement Planning & Wealth Management

Contact
Click for phone number
(214) 734-6643
Address
1717 Mckinney Ave, #700 Ste 5200 in Dallas, TX 75202
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Other

Servicing

Credentials

Licenses

Series 66
Series 7
Texas Life & Health Insurance

Background

Experience

Financial Advisor Trainee
Financial Advisor
Financial Advisor
Financial Advisor & Financial Planner

Education

Oklahoma State University
Oklahoma State University

Disclosure

Van Freeman is a Registered Representative with and, Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WWK Wealth Advisors, a registered investment advisor and a separate entity from LPL Financial.