Unclaimed Profile

Eric James Freedman

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 3271899Firm CRD# 175112

Profile Verification

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

Identity

Eric James Freedman · RALEIGH, NC

Registration

CRD #3271899 · CAPFINANCIAL PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPFINANCIAL PARTNERS, LLC

U.S. BANCORP INVESTMENTS, INC.

Oct 2017 – Dec 2025

Chapel Hill, NC

CAPTRUST

Apr 2015 – Oct 2016

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

May 2007 – Apr 2015

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 10, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric James Freedman offer?

Eric James Freedman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Eric James Freedman's credentials?

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

Where is Eric James Freedman located?

Eric James Freedman is based in RALEIGH, North Carolina, last registered with CAPFINANCIAL PARTNERS, LLC.

How does Eric James Freedman charge for services?

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

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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