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Sabrina Phillips Freeman

Investment Adviser Representative at Private Client Services, LLC

Rogers, ARCRD #7171151Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sabrina Phillips Freeman is an investment adviser representative in Rogers, AR, currently registered with Private Client Services, LLC and Sowell Management. They have worked in the securities industry since 2019 and have been registered with 4 firms, including LPL Financial LLC and Pensionmark Financial Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arkansas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arkansas
Broker:
2 states and territories

Arkansas, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/9/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 5/10/2019
Series 7
General Securities Representative Examination
Passed 7/31/2023
SIE
Securities Industry Essentials Examination
Passed 6/3/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Private Client Services, LLCCurrent
3/4/2025 – Rogers, AR
Sowell ManagementCurrent
11/8/2024 – Rogers, AR
LPL Financial LLC
6/18/2021 – 11/1/2024Rogers, AR
Pensionmark Financial Group, LLC
9/18/2019 – 5/26/2021Rogers, AR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pensionmark Financial Group
    Aug 2019 – May 2021Santa Barbara, CA
  2. Walmart Inc.
    Jul 2007 – Apr 2018Bentonville, AR
  3. Red October Investments LLC
    Mar 2013 – no end date reportedRogers, AR
  4. Teen Action Support Center (TASC)
    Jul 2020 – Nov 2021Rogers, AR
  5. LPL Financial, LLC
    Jun 2021 – Oct 2024Rogers, AR
  6. Sowell Management
    Oct 2024 – no end date reportedRogers, AR
  7. Private Client Services
    Mar 2025 – no end date reportedRogers, AR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Private Client Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$25,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • $25,000 - $249,9992.00%
  • $250,000 - $499,9991.75%
  • $500,000 - $999,9991.50%
  • Over $1,000,0001.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
88
Offices listed on AdvisorFinder:
19
Main office:
Louisville, KY
SEC file number:
801-71475

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 14, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sabrina Phillips Freeman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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