Frances Bird (CRD# 6764516) is an Investment Advisor Representative working at Treehouse Wealth Advisors in Park City, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Garrison Point Advisors, Llc Dba Treehouse Wealth Advisors | Walnut Creek, CA | Jul 2019 - Current | 4 |
| Garrison Point Capital, LLC | Walnut Creek, CA | Dec 2017 - Dec 2022 | 5 |
| Garrison Point Advisors, LLC | Park City, UT | Dec 2017 - Jul 2019 | 1 |
| Sf Sentry Securities, Inc. | San Francisco, CA | Nov 2016 - Dec 2017 | 1 |
| Lyft | San Francisco, CA | May 2016 - Oct 2016 | < 1 |
| Checkmate.io | San Francisco, CA | Sep 2015 - Apr 2016 | < 1 |
| Silicon Couloir | Jackson, WY | Jun 2015 - Sep 2015 | < 1 |
| Full-time Student | Hanover, NH | Sep 2011 - Jun 2015 | 3 |
| Mediavest | New York, NY | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CA
- CT
- NY
- UT
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts339ACCOUNTS
-
Average Account Value$545,024
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CT, HI, MD, NM, NY, OR, TX, UT
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