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Marie Elizabeth Freemyer

TRUEFG, LLC·CEDAR PARK, Texas
SIE, Series 7, Series 66CFPClean record11 years registeredTRUEFG, LLC
1464 E WHITESTONE BLVD, CEDAR PARK, TX 78613CRD# 6278957Firm CRD# 285850

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marie Elizabeth Freemyer · CEDAR PARK, TX
Registration
CRD #6278957 · TRUEFG, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

TRUE FINANCIAL GROUP
Mar 2017 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2014 – Mar 2017
CEDAR PARK, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 7, 2014
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUEFG, LLC
CRD 285850 · SEC 801-110087
AUM
$261M
Regulatory assets under management
Employees
2
1,954 client accounts
Services offered by TRUEFG, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUEFG, LLC →
Introduction

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05

Frequently Asked Questions

What services does Marie Elizabeth Freemyer offer?
Marie Elizabeth Freemyer specializes in Financial Planning, Investment Management. Contact their office in CEDAR PARK, Texas for a consultation.
What are Marie Elizabeth Freemyer's credentials?
Marie Elizabeth Freemyer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Marie Elizabeth Freemyer located?
Marie Elizabeth Freemyer is based in CEDAR PARK, Texas, working with TRUEFG, LLC. Their office serves clients in the CEDAR PARK metropolitan area and surrounding communities.
How does Marie Elizabeth Freemyer charge for services?
Marie Elizabeth Freemyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEFG, LLC?
TRUEFG, LLC has approximately 2 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Allan Brischke
CEDAR PARK, TX
CFP

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