Curtis Westrich, financial advisor Bellevue WA
90 score

Curtis Westrich

CRD Number: 5882851
Current Firm: Charles Schwab & Company, Inc.

Curtis Westrich (CRD# 5882851) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bellevue, WA and has over 5 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Bellevue WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Bellevue WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Bellevue WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
Charles Schwab Bank Bellevue, WA Feb 2015 - Current 1
Charles Schwab & Company, Inc. Bellevue, WA Jan 2011 - Current 5
Sleepover Rover, Inc. Phoenix, AZ Jun 2012 - Jul 2013 1
Kaleidoscope Interiors Inc. Phoenix, AZ May 2006 - Jun 2012 6
Ikon Office Solutions Tempe, AZ Oct 2010 - Jan 2011 < 1
Vangent Inc. Phoenix, AZ Dec 2009 - Aug 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Curtis J. Westrich
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • WA
  • MT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Curtis Westrich and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.