AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CA

Curtis Allen Lightle

Texas·CRD #4141007
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Curtis Andrew McKay Jr

Delaware·CRD #1451375
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
3
Exams
7
Since
1999
Est. fee
AUM / Flat Fee
View profile
CA

Curtis Anthony Meyers

Michigan·CRD #5936522
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CB

Curtis Brent Wilmoth

Texas·CRD #3030335
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Curtis Brian Wilson

Louisiana·CRD #1517272
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
38 yrs
States
3
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Curtis Charles Miller

New Jersey·CRD #1402739
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
41 yrs
States
3
Exams
5
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Curtis Christopher Jones

Massachusetts·CRD #4264012
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Curtis Clark Harris IV

Alabama·CRD #6187041
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
13 yrs
States
10
Exams
5
Since
2013
Est. fee
AUM
Minimum
$50k
View profile
CD

Curtis David Baker

Texas·CRD #7288537
Dual-registered

Dual-registered at SAGE ADVISORY SERVICES LTD CO

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM / Flat Fee
View profile
CD

Curtis Don Tobler

Texas·CRD #2649443
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
29 yrs
States
1
Exams
5
Since
1997
Fee
AUM / Flat Fee / Performance-based
View profile
CD

Curtis Douglas Eustis

Louisiana·CRD #4110450
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
3
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Curtis Duane Stoltzfus

Pennsylvania·CRD #2602478
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Curtis Dwayne Pilkington

Colorado·CRD #1170413
IA Rep

Investment Adviser Rep at THE AMERIFLEX GROUP

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Curtis Earl Kuetemeyer

Alabama·CRD #7396659
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Curtis E Floyd

California·CRD #7658435
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Curtis E Myran

Minnesota·CRD #6099449
IA Rep

Investment Adviser Rep at ELEMENT SQUARED PRIVATE WEALTH

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM
Minimum
$50k
View profile
CE

Curtis Eugene Moore

Michigan·CRD #7809654
Dual-registered

Dual-registered at MAINSTAY CAPITAL MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
Minimum
$200k
View profile
CF

Curtis Frank Vega

California·CRD #4708371
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CF

Curtis Fugate

California·CRD #7445521
IA Rep

Investment Adviser Rep at NEWFRONT RETIREMENT SERVICES, INC.

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
View profile
CG

Curtis Godt

California·CRD #1929979
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
37 yrs
States
2
Exams
5
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Curtis James Jr

Florida·CRD #5745225
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CJ

Curtis Jay Anderson

N/A·CRD #2210739
IA Rep

Investment Adviser Rep at ALPHA FIDUCIARY

Experience
19 yrs
Exams
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
CJ

Curtis Jay Christensen

Nebraska·CRD #2217508
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Curtis Jay Jones

Florida·CRD #2405170
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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.

Financial Advisors - Page 739 | AdvisorFinder