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Brenda J Freeman

Advisor at Fidelity — Adairsville, GA

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Adairsville, GA

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Brenda Freeman is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Bank NA and Advised Assets Group, LLC. Brenda is currently affiliated with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios that incorporate mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Adairsville, GA

Adairsville GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

8 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTs

2022 - Present • 4 years

Jasper, GA

Advised Assets Group, LLC

2022 - 2022 • 1 year

Greenwood Village, CO

GWFS Equities, INc

2022 - 2022 • 1 year

Greenwood Village, CO

Wells Fargo Clearing Services, LLC.

2017 - 2022 • 5 years

Canton, GA

Wells FArgo Bank NA

2016 - 2022 • 6 years

Canton, GA

FAMS

2016 - 2016 • 1 year

Woodstock, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Johnathan P

Series 66

Rome, GA

BEEYOND Capital, LLC

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Active portfolio management
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Christopher W

Series 65, Series 63, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments

Justin O

CFP®, CPA, PFS™

Rome, GA

Horizon Advisors, LLC

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Adrian L

Series 63, Series 66

Calhoun, GA

Lyles Wealth Management LLC

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Options & derivatives strategies Annuities Real estate investing
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Kenneth M

CFP®, Series 63

Cartersville, GA

NPV Advisory Services, LLC

Kenneth Mullinax is a CFP® professional with 21 years of industry experience. He is the principal of NPV Advisory Services, LLC, where he has worked since 2014. NPV Advisory Services provides fee-only financial planning and investment advisory services to individuals, business entities, trusts, and retirement plans. The firm emphasizes retirement plan design and consulting, using a strategic asset allocation approach focused on low-cost investment vehicles and financial planning as the foundation for recommendations.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management
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James T

Series 66

Rome, GA

Summit Financial Group, LLC

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

General tax planning
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