Brian Houts Email & Phone Number
Partner, Advisor, Chief Planning Officer @ Frazier Financial Advisors, LLC
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Brian Houts Location
- Columbus, OH, US
Brian Houts Work
- 2021 -now Partner, Advisor, Chief Planning Officer @
- 2018 -now Financial Advisor and Senior Vice President @
- 2011 -2018 Financial Advisor and Financial Planner @
- 2009 -2018 Vice President @
- 2006 -2009 Division Manager @
- 2005 -2006 Sales Specialist @
Brian Houts Education
- Franklin University
Bachelors of Science (Financial Planning)
- Franklin University
Bachelors of Science (Business Administration)
Brian Houts Skills
- Equity Compensation
- Personal Tax Planning
- Certified Financial Planner
- Strategic Planning
- Estate Planning
- Investments
- Financial Services
- Wealth Management
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Finance
- Donor Advised Funds
- Estate Tax Planning
- Stock Option
- Restricted Stock
- Corporate Tax Planning
- Business Tax Planning
- Tax Planning
- Charitable Gift Planning
- Charitable Giving
- Trust Management
- Inheritance
- Inheritance Tax Planning
- Credit
- Insurance
- Alternative Investments
- Mortgage Lending
- Investment Strategies
- Asset Allocation
- Fixed Annuities
- Loans
- Banking
- Investment Advisory
- Consumer Lending
- Financial Analysis
- Asset Management
- Series 63
- Retirement
- Securities
- Series 7
- Nonprofits
- Wealth Management Services
- Strategic Financial Planning
- Fixed Income
- Smartoffice
- Credit Risk
- Capital Markets
- Microsoft Excel
Brian Houts Summary
- Brian Houts, based in Columbus, OH, US, is currently a Partner, Advisor, Chief Planning Officer at Frazier Financial Advisors, LLC. Brian Houts brings experience from previous roles at Frazier Financial Advisors, LLC, PNC and Central States Mortgage. Brian Houts holds a Bachelors of Science in Financial Planning @ Franklin University. With a robust skill set that includes Equity Compensation, Personal Tax Planning, Certified Financial Planner, Strategic Planning, Estate Planning and more. Brian Houts has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Frazier Financial Advisors, LLC Employees
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