MARC FREEDMAN, CFP® RECOGNIZED IN FORBES AS A 2023 BEST-IN-STATE WEALTH ADVISOR
Named the #36 Advisor in Massachusetts
Our very own Marc Freedman was recently ranked #36 in Massachusetts in Forbes’ 2023 Best-In-State Wealth Advisors list!
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I couldn’t be more honored to congratulate Marc Freedman for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 30 years in the financial service industry, Marc has become a leader in providing a high-quality experience for clients. As a top advisor in Massachusetts, Marc continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Since joining Freedman Financial in 1991, Marc has become known for his dynamic client meetings, enthusiastic presentations, and delivering 'financial advice in a language you can understand®'.
Marc Freedman is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
Please join us in congratulating him on this outstanding achievement!
About Freedman Financial
At Freedman Financial, real financial planning means having honest conversations. These help us guide you toward capitalizing on your life’s work. Our mission is to deliver a financial plan tailored to your personal needs, guide you through life’s key financial conversations, and make sure you’re confident in our advice year after year.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent BrokerDealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022).
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial and Forbes are separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
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According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that include industry experience, client retention, and assets under management. You can view the full list here.
Since joining Freedman Financial in 1991, Marc has become known for his dynamic client meetings, enthusiastic presentations, and delivering 'financial advice in a language you can understand®'. Please join us in congratulating him on this outstanding achievement!