Liana Beth Freeland
Investment adviser representative at Vicus Capital, Inc.
10 yearsExperience
1 stateRegistered in
$3BFirm assets
25 yearsFirm in business
Are you Liana Beth Freeland? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Vicus Capital, Inc.May 2022 to now
- Clelan and CompanyDec 2020 to now
- ProntoDec 2019 to Oct 2020
- Let's Pilates One & Let's Pilates 2Jan 2017 to Sep 2020
- Kay LLCJan 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 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
- 7318000
- Firm CRD
- 116021