Brian Houts (CRD# 5903521) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Brian Houts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | Columbus, OH | Oct 2022 - Current | 1 |
Frazier Financial Advisors, LLC | Columbus, OH | Feb 2018 - Current | 6 |
Triad Advisors | Norcross, GA | Feb 2021 - Oct 2022 | 1 |
Triad Advisors | Norcross, GA | Mar 2018 - Feb 2021 | 2 |
Pnc Investments | Pittsburgh, PA | Jan 2012 - Feb 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- OH
- TX
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Total Assets Under Management768MILLIONS
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Total Number of Accounts3,359ACCOUNTS
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Average Account Value$228,598
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, KY, LA, NC, NH, OH, PA, SC, TX, VA, VT
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