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Trey Damon Curtis

Investment Adviser Representative at Argent Advisors, Inc.

Monroe, LACRD #2850148Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
5

Professional summary

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

Trey Damon Curtis is an investment adviser representative with Argent Advisors, Inc. in Monroe, LA, where they have been registered since 2011. They have worked in the securities industry since 1997 and have been registered with 3 firms, including LPL Financial LLC and Raymond James Financial Services Advisors, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana and Texas.

Office

1609 Stubbs Avenue
Monroe, LA 71201

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Louisiana, Texas
Broker:
9 states and territories

Alabama, Arkansas, Colorado, Florida, Louisiana, Mississippi, Missouri, South Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/9/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 2/7/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/9/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/7/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Argent Advisors, Inc.Current
10/4/2011 – Monroe, LA
LPL Financial LLC
10/30/2012 – 12/5/2016Fort Mill, SC
LPL Financial LLC
9/25/2012 – 9/26/2012Fort Mill, SC
LPL Financial LLC
10/3/2011 – 10/4/2011Fort Mill, SC
Raymond James Financial Services Advisors, Inc
6/4/2009 – 10/4/2011West Monroe, LA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Citivan Organization
    Nov 2005 – no end date reportedWest Monroe, LA
  2. LPL Financial
    Sep 2011 – no end date reportedCharlotte, NC
  3. Argent Trust Company
    Oct 2011 – no end date reportedMonroe, LA
  4. Argent Advisors, Inc
    Sep 2011 – no end date reportedMonroe, LA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Argent Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Argent Advisors offers three core service categories: Planning (financial and retirement income planning), Protecting (insurance strategies to mitigate risk and transfer wealth), and Investing (asset allocation, portfolio construction, monitoring, and reallocation tailored to client goals, time horizon, and risk tolerance).

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Financial PlanningRetirement Income PlanningInvestment ManagementAsset AllocationInsurance StrategiesWealth ManagementPortfolio DiversificationEstate And Legacy PlanningBusiness Owner Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
2
Main office:
Ruston, LA
SEC file number:
801-60187

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 20, 2026

View full firm profile

Other advisors at Argent Advisors, Inc.

11 other advisors in the directory

View Argent Advisors, Inc. firm profile

Similar advisors in Monroe, LA

Other advisors whose filed branch office is in the same city.

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. Trey Damon Curtis 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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