William Alan Freeman
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 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
12 years in the industry.
- Equitable Advisors, LLC.May 2026 to now
- American Century Investment Services, Inc.Sep 2024 to May 2026
- Chick-fil-aSep 2023 to Jan 2024
- Bank of the WestSep 2022 to Dec 2022
- Three Leaf FarmMay 2022 to Jul 2022
- Chick-fil-aMay 2021 to Dec 2021
- Colorado Christian UniveristyAug 2020 to May 2021
- Chick-fil-aOct 2019 to Aug 2020
- Santorini Greek GrillJun 2019 to Jul 2019
- Uber EatsJan 2019 to Nov 2025
- HomeschooledAug 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7978844
- Firm CRD
- 6627