Unclaimed Profile

James Alan Freeman

FINANCIAL ALTERNATIVES, INC.·LA JOLLA, California

Clean recordFINANCIAL ALTERNATIVES, INC.

7825 FAY AVENUE, LA JOLLA, CA 92037CRD# 1397759Firm CRD# 108245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Alan Freeman · LA JOLLA, CA

Registration

CRD #1397759 · FINANCIAL ALTERNATIVES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Alan Freeman is a registered financial advisor based in LA JOLLA, California, affiliated with FINANCIAL ALTERNATIVES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL ALTERNATIVES, INC.

AUM

$507M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL ALTERNATIVES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1397759

Firm CRD# 108245

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Alan Freeman offer?

James Alan Freeman specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.

What are James Alan Freeman's credentials?

James Alan Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Alan Freeman located?

James Alan Freeman is based in LA JOLLA, California, working with FINANCIAL ALTERNATIVES, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does James Alan Freeman charge for services?

James Alan Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ALTERNATIVES, INC.?

FINANCIAL ALTERNATIVES, INC. has approximately 12 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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