Charles Victor Freemont
Investment adviser representative at Sovereign Investment Advisors LLC
10 yearsExperience
2 statesRegistered in
$3.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sovereign Investment Advisors LLCAug 2017 to now
- Wedbush Securities Inc.Jun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (AZ, OR).
Sovereign Investment Advisors LLC
$3.3BAssets managed
41Clients
6Advisers
11 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
- 4052394
- Firm CRD
- 149040