linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Houston James Friend

Redeem Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Houston? Claim Your Profile

About Houston James Friend

Houston Friend is a financial advisor with Redeem Wealth Management. Houston has been a registered investment advisor for more than 5 years. Prior to joining Redeem Wealth Management, Houston was associated with Fidelity Brokerage Services LLC and AXA Advisors, LLC. Houston is registered to provide financial advice in the state of Arizona. Redeem Wealth Management has been in business for more than 2 years. The firm specializes in financial planning and portfolio management services for individuals.

Firm Information

Houston Friend is currently registered with Redeem Wealth Management. Redeem Wealth Management is a financial advisor with 2 licensed agents and $66.76 million in regulatory assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 182 total accounts, with 182 being discretionary and 0 non-discretionary. Their main office is located at [location not provided].

$66.76M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Houston Friend’s Registration & Firm History

AZ

08/10/2021 - Present

Redeem Wealth Management (GILBERT AZ)

AZ

03/29/2016 - 09/24/2018

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

MA

10/22/2015 - 03/18/2016

AXA ADVISORS, LLC (WELLESLEY MA)

Not sure if Houston James Friend is right for you?

Licenses & Designations

BOTH

Issued 03/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Houston James Friend.
Not sure if Houston James Friend is right for you?