Freedom Advisory

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

500 E Broward Blvd Ste 1710, Fort Lauder...

Phone Number

(954) 848-2884

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Freedom Advisory

Freedom Advisory, LLC is a fiduciary, fee-only independent financial advisory firm dedicated to helping clients achieve financial independence. With offices in Fort Lauderdale, FL, and San Juan, PR, they serve successful individuals in Florida, Puerto Rico, and the U.S. Virgin Islands. Their proprietary FREEDOM Process integrates comprehensive planning and evidence-based investment principles to create personalized financial roadmaps. The firm is committed to providing unbiased wealth management services while ensuring that clients' interests are prioritized in every recommendation and strategy.Explore more
Freedom Advisory's Social MediaPopular SearchesFreedom Advisory LLCFreedom Adventures IncFreedom AdvisoryFreedom Internet Group IncFreedom AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Freedom Advisory Org Chart

PhoneEmail
AC
United States flag for contact location.

Office Manager and Chief Compliance Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Freedom Advisory

<$5M
1-10
Private
-
2008
AC
Adriana CoffeyOffice Manager and Chief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Freedom Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Freedom Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Freedom Advisory.

Freedom Advisory Tech Stack

A closer look at the technologies used by Freedom Advisory

Top Finance Companies

Frequently Asked Questions Regarding Freedom Advisory

What is Freedom Advisory's official website?
Freedom Advisory's official website is www.freedom-advisory.com
What is Freedom Advisory's Revenue?
Freedom Advisory's revenue is <$5 Million
What is Freedom Advisory's SIC code?
Freedom Advisory's SIC: 62,628
What is Freedom Advisory's NAICS code?
Freedom Advisory's NAICS: 52,523
How many employees does Freedom Advisory have?
Freedom Advisory has 1-10 employees
What industry does Freedom Advisory belong to?
Freedom Advisory is in the industry of: Finance, Securities Trading
What is Freedom Advisory competition?
Freedom Advisory top competitors include: Radnor Financial Advisors, Stockade Wealth Management, Advanced Portfolio Design, Ratcliff Financial Services
What technology does Freedom Advisory use?
Some of the popular technologies that Freedom Advisory uses are: reCAPTCHA, Google Font API, Microsoft Dynamics CRM, Microsoft 365
How do I contact Freedom Advisory?
Freedom Advisory contact info: Phone number: (954) 848-2884 Website: www.freedom-advisory.com
What does Freedom Advisory do?

Freedom Advisory, LLC is a fiduciary, fee-only independent financial advisory firm dedicated to helping clients achieve financial independence. With offices in Fort Lauderdale, FL, and San Juan, PR, they serve successful individuals in Florida, Puerto Rico, and the U.S. Virgin Islands. Their proprietary FREEDOM Process integrates comprehensive plan... ning and evidence-based investment principles to create personalized financial roadmaps. The firm is committed to providing unbiased wealth management services while ensuring that clients' interests are prioritized in every recommendation and strategy.Read More

What are Freedom Advisory social media links?
Freedom Advisory Linkedin page Freedom Advisory Twitter page Freedom Advisory Facebook page
Is Freedom Advisory a public company?
Freedom Advisory is private company therefore does not currently have an official ticker symbol
See more information about Freedom Advisory

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