Andrew Freeman

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2012 → 10/2016
  Participant Media
  Beverly Hills, CA
• 10/2016 → Present
  Todd Freeman
  Belmont, CA
• 01/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2017, AS ADVISORY REP OF A RIA. INV REL, 40/WK 30/TRADING 2) TAX PREPARER, 1601 EL CAMINO REAL STE 201 BELMONT CA 94002, 01/2019. NIR, 100/MO 0/TRADING 3) FREEMAN WEALTH PLANNING, 1601 EL CAMINO REAL STE 201 BELMONT CA 94002, 02/2024, OWNER, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) 1605 FERNSIDE ST RENTAL, 1605 Fernside St, Redwood City CA 94061, 02/2026, Renter, Real estate rental, NIR, 0 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-09