Wislar Wealth Management signs membership
RIAICO surpasses $1 billion milestone
FA Freedom consults for money manager
FA Freedom signs top Merrill advisor in Arizona
FA Freedom starts consulting practice for the independent RIA.
Feb 2008 – FA Freedom, an advisor independence company, assisted Wislar Wealth Management open Wislar Asset Management. George Wislar has discovered that his track record for picking securities has attracted the attention of the advisors in FA Freedom’s Alliance. FA Freedom is helping George to compile model portfolios that can be utilized by the Alliance.
Jan 2008 – FA Freedom, an advisor independence company, signed Wislar Wealth Management as an Alliance Member, surpassing the $1 billion milestone. After having worked with George Wislar, principal, for over a year, George has realized that in order for his business continue to grow at 30% per year, he needs a long-term dynamic solution for his constantly changing operational, compliance, technology, and vendor needs. FA Freedom fits his changing needs.
FA Freedom started as a consulting firm and quickly added long-term dynamic products and services to support the independent RIA advisor. Its core offering has evolved into helping advisors start their independent RIAs and support their growth with operational and business services. These and other services are offered in an Alliance Membership. FA Freedom, having started as a consulting firm, uses a consultative process to develop a unique solution for each of its advisors. Additionally, each advisor as a member of the network, shares ideas and talents with the other network members.
December 2007 – FA Freedom signed a Princeton Capital Management for consulting services. FA Freedom’s experience in custodians is helping to select a custodian for the firm.
FA Freedom started as a consulting firm and quickly added long-term dynamic products and services to support the independent RIA advisor. Its core offering has evolved into helping advisors start their independent RIAs and support their growth with operational and business services. These and other services are offered in an Alliance Membership. FA Freedom, having started as a consulting firm, uses a consultative process to develop a unique solution for each of its advisors. Additionally, each advisor as a member of the network shares ideas and talents with the other network members.
November 2007 - FA Freedom signs top Merrill advisor in Arizona. Art Doglione,ex-Merrill Lynch advisor, signed an Alliance Membership agreement with FA Freedom. Art has a very large book of business with sophisticated clients. He enlisted with FA Freedom to create an extremely efficient work flow.
FA Freedom started as a consulting firm and quickly added long-term dynamic
products and services to support the independent RIA advisor. Its core offering has evolved into helping advisors start their independent RIAs and support their growth with operational and business services. These and other services are offered in an Alliance Membership. FA Freedom, having started as a consulting firm uses a consultative process to develop a unique solution for each of its advisors. Additionally, each advisor as a member of the network shares ideas and talents with other network members.
September 2007 - FA Freedom signs Morgan Stanley advisor. Jay Batcha, ex-Morgan Stanley branch manager, signed an Alliance Membership agreement. Jay is very forward-thinking and wanted to have a very flexible platform. He enlisted with FA Freedom to utilize its multi-solutions platform to start with turn-key solutions from day one.
FA Freedom started as a consulting firm and quickly added long-term dynamic products and services to support the independent RIA advisor. Its core offering has evolved into helping advisors start their independent RIAs and support their growth with operational and business services. These and other services are offered in an Alliance Membership. FA Freedom, having started as a consulting firm uses a consultative process to develop a unique solution for each of its advisors. Additionally, each advisor as a member of the network shares ideas and talents with other network members.
May 2007 - FA Freedom signs UBS advisor. George Wislar, ex-UBS advisor, signed with FA Freedom for consulting services to help form his RIA and operational process. He continued with FA Freedom for his custodian selection, technology, and vendor selection and management.
March 2007 - FA Freedom starts consulting practice. FA Freedom opened its door to help advisors set up their independent RIA. As advisors leave their firm, they quickly realize that they know very little about operations, compliance, technology and vendor management. FA Freedom assists advisors with the integration of all these components and creates a workflow that leads to superior client management.