Brian Curtin (CRD# 5399503) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Investors Management Corporation | Bethesda, MD | Feb 2018 - Current | 6 |
| Unemployed | Washington, DC | Sep 2017 - Feb 2018 | < 1 |
| Fbr Capital Markets | Arlington, VA | Aug 2016 - Aug 2017 | 1 |
| Unemployed | Washington, DC | Oct 2015 - Aug 2016 | < 1 |
| Lord Abbett | Jersey City, NJ | Jan 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- MD
- TX
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Total Assets Under Management3,664MILLIONS
-
Total Number of Accounts1,391ACCOUNTS
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Average Account Value$2,633,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, TX, VA
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