Best Investors
Account
Sign in
Best Investors
Account
Sign in
6605 Longshore Street Suite 240, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Freedom Llc | Cincinnati | OH | 10/2011 | Present |
| Truly Prosper Financial Planning | Xenia | OH | 07/2020 | Present |
FINANCIAL FREEDOM LLC. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH 45236. THE BUSINESS PROVIDES FEE-ONLY INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES TO HIGH NET WORTH INDIVIDUALS AND FAMILIES. I AM AN EMPLOYEE WITH THE FIRM SERVING AS A FINANCIAL PLANNER. I STARTED IN OCTOBER 2011. I WILL WORK ABOUT 160 HOURS PER MONTH TO THE OTHER BUSINESS. I WILL BE WORKING AT FINANCIAL FREEDOM LLC DURING TRADING HOURS. I PROVIDE FINANCIAL PLANNING ASSISTANCE AND ANALYSIS TO THE LEAD FINANCIAL PLANNERS.
Reach out to this advisor