Taylor Hartsell Freeman

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → Present
  Freeman Financial Services, Inc
  Raleigh, NC
• 04/2011 → Present
  Sagepoint Financial Advisors
  Raleigh, NC
• 09/2023 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2011-08-08 → 2023-09-01
  Osaic Services, Inc.
  Raleigh, NC
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1. CBF FOUNDATION BOARD MEMBER POSITION: Board member NATURE: The CBF Foundation exists to raise and manage long term funds for CBF strategic initiatives and CBF partner organizations and churches. The Foundation is an autonomous organization, closely linked to the Cooperative Baptist Fellowship, but has a separate non-profit status governed by a separate Board of Trustees. This separation is for the purpose of ensuring integrity and protecting the assets it manages. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 160 Clairemont Ave, Suite 500, Decatur GA 30030, United States DESCRIPTION: As the highest leadership body of the Cooperative Baptist Fellowship Foundation (CBFF) and to satisfy its judiciary duties, the board is responsible for: Determining the mission and purpose of CBFF Selecting and evaluating the performance of the President Strategic and organizational planning Ensuring strong fiduciary oversight and financial management Fundraising and resource development Approving and monitoring CBFF's programs and services Enhancing CBFF's public image Assessing its own performance as the governing body of CBFF 2. F5 HOLDINGS, LLC POSITION: Member/ Manager NATURE: This business will eventually be a DBA related to insurance and consulting, but for now it's in a holding pattern in advance of purchasing another business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2022 ADDRESS: 1109 Norris St., Raleigh NC 27604, United States DESCRIPTION: Preparing for purchase of a business. 3. TAYLOR H. FREEMAN OR FREEMAN FINANCIAL SERVICES, INC. POSITION: Other - Agent NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1997 ADDRESS: 4600 Marriott Dr, Suite 340, Raleigh NC 27612, United States DESCRIPTION: We recommend variable and fixed life insurance and annuities, Long Term Care and/ or Disability Insurance to clients when it is deemed appropriate through a comprehensive review of their financial condition and long term needs. 4. FREEMAN FINANCIAL POSITION: Referrer NATURE: Referral of clients to a licensed Medicare consultant for a referral fee. The compensation would flow through Advisors Excel to Osaic. Titled the Medicare Partnership Program. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2026 ADDRESS: 4600 Marriot Dr., Suite 340, Raleigh NC 27612, United States DESCRIPTION: Refer the client to Advisors Excel's Medicare Partnership Program to enroll in Medicare and receive a referral fee (not commission) for that activity.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-02
• S65 Uniform Investment Adviser Law Examination
  1998-04-24
• S63 Uniform Securities Agent State Law Examination
  1997-08-14