Andrea Kaye Freedman
Investment adviser representative at Westpark Wealth Advisors, Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$254.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Calton & Associates, Inc.Nov 2017 to now
- Westpark Wealth Advisors, Inc.Mar 2009 to now
- Ims Securities, Inc.Nov 2017 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Westpark Wealth Advisors, Inc.
$254.3MAssets managed
776Clients
26Advisers
22 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
- 2264335
- Firm CRD
- 130914