Unclaimed Profile

William Robert Nelson

FREEDOM INVESTMENT MANAGEMENT, INC.·HARTFORD, Connecticut

Series 65Clean record22 years registeredFREEDOM INVESTMENT MANAGEMENT, INC.

100 CONSTITUTION PLZ, HARTFORD, CT 06103-1703CRD# 4797755Firm CRD# 126052

Profile Verification

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

Identity

William Robert Nelson · HARTFORD, CT

Registration

CRD #4797755 · FREEDOM INVESTMENT MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Sep 2021 – present

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Dec 2019 – present

FORTA FINANCIAL GROUP, INC.

Jan 2018 – Oct 2021

Las Vegas, NV

EQIS CAPITAL MANAGEMENT

May 2004 – Feb 2018

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 4, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDOM INVESTMENT MANAGEMENT, INC.

CRD 126052 · SEC 801-68642

AUM

$2.0B

Regulatory assets under management

Employees

13,073 client accounts

Services offered by FREEDOM INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Robert Nelson offer?

William Robert Nelson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are William Robert Nelson's credentials?

William Robert Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Robert Nelson located?

William Robert Nelson is based in HARTFORD, Connecticut, working with FREEDOM INVESTMENT MANAGEMENT, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.

How does William Robert Nelson charge for services?

William Robert Nelson's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDOM INVESTMENT MANAGEMENT, INC.?

FREEDOM INVESTMENT MANAGEMENT, INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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