Jeremy HouyCRD Number: 4488876
Current Firm: Advice And Planning Services
Jeremy Houy (CRD# 4488876) is an Investment Advisor Representative working at Advice And Planning Services in Spokane, WA and has over 15 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Mar 2012 - Current||5|
|Tiaa||Charlotte, NC||Mar 2012 - Current||5|
|Chase Investment Services Corp||Spokane, WA||Aug 2011 - Current||5|
|First Investors Corp.||Beaverton, OR||Nov 2001 - May 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses