Howard Friedman (CRD# 4633986) is an Investment Advisor Representative working at Private Client Services, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Rockville, MD | Jul 2020 - Current | 3 |
| Brightline Financial | Pikesville, MD | May 2019 - Current | 4 |
| Baltimore /steel Knifemakers, LLC | Pikesville, MD | Mar 2017 - Current | 7 |
| Bright Futures Wealth Management, LLC | Pikesville, MD | Apr 2020 - Jun 2020 | < 1 |
| Bb&t Securities, LLC | Baltimore, MD | Jan 2018 - Mar 2018 | < 1 |
| Unemployed | Baltimore, MD | Aug 2016 - Dec 2016 | < 1 |
| Lpl Financial | Owings Mills, MD | Sep 2015 - Aug 2016 | < 1 |
| Bb&t Investments | Reisterstown, MD | Mar 2016 - Mar 2016 | < 1 |
| 1st Mariner Bank | Owings Mills, MD | Aug 2015 - Mar 2016 | < 1 |
| Ceters Advisors,llc | Rockville, MD | Jun 2015 - Jul 2015 | < 1 |
| Unemployed | Baltimore, MD | Mar 2015 - Jun 2015 | < 1 |
| N/a | Baltimore, MD | Apr 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- MD
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Total Assets Under Management846MILLIONS
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Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- 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)
- Educational seminars/workshops
ND
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