Patrick Scott Freeland
Investment adviser representative at Momentum Independent Network Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Momentum Independent Network Inc.Aug 2024 to now
- Hilltop Securites Inc.Apr 2024 to now
- Charles Schwab & Co., Inc.Aug 2023 to Jan 2024
- TD Ameritrade, Inc.Oct 2018 to Sep 2023
- Salem Managed ServicesMar 2018 to Oct 2018
- Envestnet Asset ManagementOct 2014 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2032347
- Firm CRD
- 17587