MARC FREEDMAN RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR
— Named the No. 31 Advisor in Massachusetts —
PEABODY, Massachusetts — April 20, 2022 – Marc Freedman of Freedman Financial was recently ranked No. 31 in Massachusetts in Forbes’ 2022 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’m thrilled to congratulate Marc for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “With more than 30 years in the financial service industry, Marc has become an experienced source of knowledge and support for their clients. As a top advisor in Massachusetts Marc is harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact on the lives of his clients.”
Marc Freedman is based in Peabody, MA and provides the financial planning and investment management needs of the community with “financial advice in a language you can understand™”.
Freedman is a financial advisor 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. ‘
About Freedman Financial
Freedman Financial of Peabody, MA currently serves the financial planning and investment management needs of 491 households and manages $582 Million as of 12/31/2021. They are dedicated to listening deeply, crafting thoughtful strategies, and guiding their clients throughout their financial journey.
They are registered investment advisor with the Securities and Exchange Commission. Securities are offered through LPL Financial. Member FINRA/SIPC.
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 nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent 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 Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
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.
LPL Financial, Forbes and Freedman Financial are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Freedman Financial, a registered investment advisor and separate entity from LPL Financial.