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Alan H
Series 66
Eugene, OR
Financial Facilitators, Inc.
Alan Houck is a financial advisor at Financial Facilitators, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Houck Evarts & Company LLC since 2003 and at CIBC World Markets since 1998. Houck is also a licensed CPA and Personal Financial Specialist who owns a certified public accounting practice. Financial Facilitators, Inc. provides investment advisory and supervisory services primarily on a non-discretionary basis, serving individuals, corporations, trusts, and retirement plans. The firm employs an asset-allocation framework and utilizes mutual fund and third-party money managers for portfolio management while maintaining regular reporting and due diligence through affiliated broker-dealers.
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