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Freedom Wealth Advisors, LLC CRD 154270
$104M regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
110 Sw 3Rd St, Lee'S Summit, MO 64082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-09-20 |
| MO | RA | APPROVED | 2016-08-29 |
| TX | RA | APPROVED | 2016-08-29 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Wealth Advisors, Llc | Lee's Summit | MO | 08/2016 | Present |
FIXED INSURANCE SALES LAST MODIFICATION 8/19
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-11 |
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