TrueAdvisor
TrueAdvisor
HF
HF

Houston James Friend

Redeem Wealth Management
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Insurance Planning
Redeem Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M

Location

2162 E. Williams Field Rd Suite 111, Gilbert, AZ, 85295

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redeem Wealth Management
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Personal Capital Advisors Corporation
September 2020 - July 2021 · 10 mos
Financial Engines Advisors L.L.C.
September 2018 - September 2020 · 2 yrs
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Fidelity Brokerage Services LLCBroker
March 2016 - September 2018 · 2 yrs 6 mos
AXA Advisors, LLCBroker
October 2015 - March 2016 · 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.