Houston Friend, financial advisor Gilbert AZ

Houston Friend

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Houston J. Friend
Phone Number: 480-276-5147
Registered State(s):
  • AZ
Current Firm Details
Redeem Wealth Management
Firm's CRD Number: 313761
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ

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