Jimmy Curtis, financial advisor Bedford TX
96 score

Jimmy Curtis

CRD Number: 1155933
Current Firm: Bft Financial Group, LLC

Jimmy Curtis (CRD# 1155933) is an Investment Advisor Representative working at Bft Financial Group, LLC in Bedford, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Ave Sec Amarillo, TX Apr 2003 - Current 13
Guardian Life Amarillo, TX May 1999 - Current 17
Financial Process Group Austin, TX May 1999 - Current 17
Bankers Life Nebraska Amarillo, TX Oct 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Jimmy D. Curtis
Phone Number: 817-354-1090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    390
    MILLIONS
  • Total Number of Accounts
    2,339
    ACCOUNTS
  • Average Account Value
    $166,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, FL, LA, NE, NM, NY, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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