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Glendora Financial Advisors
Freedom Wealth Management
1340 E Route 66 Suite #105
Glendora, CA 91740
“Helping Investors Seek Financial Independence”
Advisor Profile
Name:  Jim Hayne
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Business Description

Freedom Wealth Management is an independently owned financial consulting firm with more than 10 year of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Whether you are just starting to save for your future, or are a seasoned investor, Freedom Wealth Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.
 

General Information

Gender:    Male
CRD#:    3257845
Firm CRD#:    32444
Insurance License#:    Ca Insurance Lic # OC78918
Name of Broker/Dealer:    First Allied
Name of Custodial Firm:    Pershing LLC
States Licensed in:    CA, CO, FL, KY, NJ, NC, SC, WA, WI
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    1
Work Experience:    Morgan Stanley
Edward Jones
First Allied
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
Graduated Azusa Pacific University with BA in Religion-Youth Ministry emphasis and a BA in Communication
 

Services

Investment Types:    Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 7, Series 31, Series 66
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity
Financial Organization Memberships:    Financial Members Institute
Non-Financial Organization Memberships:    Rotery International
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Hourly, Commissions, Flat Fee
 
 
 
Prepared By: Jim Hayne