Skip to main content
FREEDOM Financial Advisors LLC
FREEDOM Financial Advisors LLC
  • About FREEDOM
    • Services Menu
    • Our Associates
    • Our Qualifications
    • Mission Statement
  • Tax Services
    • Tax Services
    • Tax Tips
    • Tax Library
    • Videos
    • Calculators
  • Wealth Management
    • Why Consult a Financial Advisor
    • How We Are Different
    • Code of Ethics
    • Markets at a Glance
    • Detailed Quotes
    • Symbol Lookup
    • Charting
  • Insurance Services
    • Life Insurance
    • Long-Term Care Insurance
    • Group Health
  • Financial & Estate Planning
    • Getting Started
    • Financial & Estate Planning
  • Contact Us
    • Send Message
    • Information Request
    • Tell A Friend
  • Pay Options
  • Client Portal

FREEDOM Financial Advisors LLC

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Servicessm, Member FINRA SIPC, Investment advisory services offered through Avantax Advisory Servicessm, Insurance Services offerted through an Avantax affiliated insurance agency.

David Workman is a registered representative, registered to transact business with clients in New Jersey, Pennsylvania, Alabama, California, Delaware, Florida, Indiana, Michigan, New York, North Carolina, Texas, Virginia and Oregon. David is advisory licensed in the following states. New Jersey, Pennsylvania, Alabama, California, Delaware, Florida, Indiana, Michigan, New York, Texas, Virginia and Oregon. David is also an insurance agent licensed in New Jersey, Pennsylvania, Delaware, Florida, and New York.

Thomas Xenakis is a registered representative, registered to transact business with clients in New Jersey and Pennsylvania. Thomas is advisory licensed in New Jersey and Pennsylvania. Thomas is also an insurance agent licensed in New Jersey.

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.  

The Avantax family of companies exclusively provides investment products and services through its representatives.  Avantax Wealth Managementsm does not provide tax or legal advice or supervise tax, accounting or legal services. Avantax representative may offer these services through their independent outside business.

Investments & Insurance Products: are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose Value.

Investment Advisory services offered through Freedom Financial Advisors LLC

Freedom Financial Advisors LLC is not a registered broker/dealer

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck