Howard
Friedman
Private Client Services, LLC
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About this Advisor
Howard Friedman is a financial advisor based in Rockville, Maryland, working with Private Client Services, LLC. Howard has previously held positions at Ceters Advisors, LLC, Lpl Financial, Bb&T Securities, LLC, 1St Mariner Bank, Brightline Financial, Bright Futures Wealth Management, LLC, Private Client Services, Baltimore /Steel Knifemakers, LLC, and Bb&T Investments. Howard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Howard is part of Private Client Services, LLC, which operates out of Rockville, Maryland. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Howard Friedman Work History
Private Client Services
Brightline Financial
Baltimore /Steel Knifemakers, LLC
Bright Futures Wealth Management, LLC
Bb&T Securities, LLC
Bb&T Investments
Ceters Advisors,LLC
Lpl Financial
1St Mariner Bank
N/A
Disclosures
Please visit the SEC profile of Howard Friedman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Client Services, LLC
Louisville, KY
Louisville, KY
Rockville, MD
Gaithersburg, MD
Louisville, KY
Richmond, VA
Westerville, OH
Appleton, WI
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