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Adam Johnston Curry

Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.

Lafayette, LACRD #5144075Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Johnston Curry has worked in the securities industry since 2006. They are registered to provide investment advisory services in Louisiana, Mississippi, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
LouisianaMississippiTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/3/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/29/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $2,000,0001.00%
$2,000,001 to $5,000,0000.75%
Over $5,000,0000.60%
Source

Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVANTAX PLANNING PARTNERS, INC.Current
5/8/2026Lafayette, LA
CETERA INVESTMENT ADVISERS LLCCurrent
9/5/2025Lafayette, LA
AVANTAX ADVISORY SERVICES
10/25/20199/5/2025Lafayette, LA
1ST GLOBAL ADVISORS INC
9/1/200610/25/2019Lafayette, LA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Johnston Curry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Adam Johnston Curry - Financial Advisor in Lafayette, LA | AdvisorFinder