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Richard Barry Freeman

BBAE ADVISORS LLC·PLANO, Texas
SIE, Series 7, Series 24, Series 55, Series 63Clean recordBBAE ADVISORS LLC
7700 WINDROSE AVE, PLANO, TX 75024CRD# 4417442Firm CRD# 269900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Barry Freeman · PLANO, TX
Registration
CRD #4417442 · BBAE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BBAE ADVISORS LLC
CRD 269900 · SEC 801-104469
AUM
$315K
Regulatory assets under management
Employees
3
28 client accounts
Services offered by BBAE ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BBAE ADVISORS LLC →
Introduction

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04

Frequently Asked Questions

What services does Richard Barry Freeman offer?
Richard Barry Freeman specializes in Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Richard Barry Freeman's credentials?
Richard Barry Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Barry Freeman located?
Richard Barry Freeman is based in PLANO, Texas, working with BBAE ADVISORS LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Richard Barry Freeman charge for services?
Richard Barry Freeman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BBAE ADVISORS LLC?
BBAE ADVISORS LLC has approximately 3 employees and manages $315K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Christopher Donovan
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Joseph Yong Hahm
FRISCO, TX
Tyler S Kushera
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