AF
CFP
AF
CFP

Andrea Kaye Freedman

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

Bellaire, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrea works as an Investment Advisor Representative (IAR) at Westpark Wealth Advisors, managing discretionary investment accounts, dedicating about half of her time to this role. She also serves as Co Academic Director & Instructor for the CFP(R) Graduate Certificate Program at Susanne Glasscock School of Continuing Studies, spending about 10-20% of her time overseeing instructors, educational content, and teaching.

Employment History
Current Registrations
Calton & Associates, INC.
November 2017 - Present · 8 yrs 3 mos
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
March 2009 - Present · 16 yrs 11 mos
Previous Registrations
Ims Securities, INC.Broker
March 2009 - November 2017 · 8 yrs 8 mos
Stanford Group Company
July 2004 - March 2009 · 4 yrs 8 mos
Stanford Group CompanyBroker
July 2004 - March 2009 · 4 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 1996 - July 2004 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - July 2004 · 8 yrs 5 mos
Masterson Moreland Sauer Whisman, INC.Broker
January 1993 - March 1994 · 1 yr 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.