Angela Beblo
Advisor at Global Freedom Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Global Freedom Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global Freedom Financial LLC
Location
South Charleston, WV
Credentials
Series 65
Industry experience
4 years
Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.
Based on Global Freedom Financial LLC
Setup fee ranges from $1,000 to $2,000; fixed annual financial planning fee from $1,000 to $12,000 paid monthly over 12 months
$250 per hour, billed in 15-minute increments
Ongoing monthly fee ranging from $100 to $250, paid in advance each month
Fee-only: Fixed fees ranging from $1,000 to $12,000 annually for broad-based financial planning; hourly fees of $250 per hour for modular planning
South Charleston, WV
Washington · West Virginia
Jackson Kelly PLLC
2022 - Present (4 years)
Global Freedom Financial LLC
2021 - Present (5 years)
Spilman Thomas & Battle PLLC
2006 - 2022 (16 years)
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Lawyer
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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