Rupert Curry (CRD# 2893627) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 20 years of experience in the finance industry. Rupert Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Jul 2023 - Current | < 1 |
| Certified Advisory Corp | Altamonte Springs, FL | Aug 2021 - Current | 2 |
| Curry Investment Management, LLC | Orlando, FL | Sep 2020 - Current | 3 |
| Timberland Of Orlando | Winter Park, FL | Sep 1999 - Current | 24 |
| National Asset Management | Orlando, FL | Dec 2020 - Jul 2021 | < 1 |
| National Securities Corporation | Orlando, FL | Dec 2020 - Jul 2021 | < 1 |
| Charles Schwab & Company, Inc. | Orlando, FL | Mar 2014 - Aug 2020 | 6 |
| Charles Schwab Bank | Orlando, FL | Mar 2014 - Aug 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- FL
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Total Assets Under Management2,273MILLIONS
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Total Number of Accounts5,840ACCOUNTS
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Average Account Value$389,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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