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Joseph Andrew Freeman

ADOLOS ASSET MANAGEMENT·ADVANCE, North Carolina
Series 7, Series 66Clean record22 years registeredADOLOS ASSET MANAGEMENT
1346 UNDERPASS ROAD, ADVANCE, NC 27006CRD# 3255969Firm CRD# 315505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Andrew Freeman · ADVANCE, NC
Registration
CRD #3255969 · ADOLOS ASSET MANAGEMENT · 22 years registered
Brand Profile
Not yet started
01

Career History

ADOLOS ASSET MANAGEMENT
Aug 2021 – present
WACHOVIA SECURITIES, LLC
Sep 2003 – Oct 2005
WINSTON-SALEM, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 30, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADOLOS ASSET MANAGEMENT
CRD 315505 · SEC 801-121805
AUM
$169M
Regulatory assets under management
Employees
5
142 client accounts
Services offered by ADOLOS ASSET MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ADOLOS ASSET MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Joseph Andrew Freeman offer?
Joseph Andrew Freeman specializes in Investment Management. Contact their office in ADVANCE, North Carolina for a consultation.
What are Joseph Andrew Freeman's credentials?
Joseph Andrew Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Andrew Freeman located?
Joseph Andrew Freeman is based in ADVANCE, North Carolina, working with ADOLOS ASSET MANAGEMENT. Their office serves clients in the ADVANCE metropolitan area and surrounding communities.
How does Joseph Andrew Freeman charge for services?
Joseph Andrew Freeman's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADOLOS ASSET MANAGEMENT?
ADOLOS ASSET MANAGEMENT has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADOLOS ASSET MANAGEMENT

Joseph Elbert Freeman
ADVANCE, NC

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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
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