Houston FriendCRD Number: 6560237
Current Firm: Redeem Wealth Management
Houston Friend (CRD# 6560237) is an Investment Advisor Representative working at Redeem Wealth Management in Gilbert, AZ and has over 6 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Redeem Wealth Management||Gilbert, AZ||Jul 2021 - Current||< 1|
|Personal Capital Advisors Corpration||Phoenix, AZ||Sep 2020 - Jul 2021||< 1|
|Financial Engines Advisors LLC||Phoenix, AZ||Sep 2018 - Sep 2020||2|
|Fidelity Investments||Merrimack, NH||Mar 2016 - Sep 2018||2|
|Axa Advisors, LLC||New York, NY||Sep 2015 - Mar 2016||< 1|
|Stockbridge Capital Investors||Scottsdale, AZ||May 2014 - Sep 2015||1|
|Scottsdale Christian Academy||Phoenix, AZ||Jan 2014 - May 2014||< 1|
|Freedom Academy North||Scottsdale, AZ||May 2013 - Jan 2014||< 1|
|Shadow Mountain High School||Phoenix, AZ||Jan 2013 - May 2013||< 1|
|North Canyon High School||Phoenix, AZ||Oct 2012 - May 2013||< 1|
|Arizona Christian University||Phoenix, AZ||Jun 2009 - Aug 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
|S63||Uniform Securities State Law Examination||Nov 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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