Curtis Harris, financial advisor Vienna VA

Curtis Harris

CRD Number: 6187041
Current Firm: Navy Federal Investment Services, LLC

Curtis Harris (CRD# 6187041) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 10 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Vienna VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Vienna VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Vienna VA

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Navy Federal Financial Group, LLC Springfield, VA Oct 2017 - Current 6
Navy Federal Brokerage Services, LLC Springfield, VA Oct 2017 - Current 6
The Prudential Insurance Company Of America Bethesda, MD Apr 2013 - Oct 2017 4
Pruco Securities LLC Bethesda, MD Apr 2013 - Oct 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Curtis C. Harris
Phone Number: 703-206-1517
Registered State(s):
  • DC
  • FL
  • MD
  • NY
  • NC
  • SC
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    852
    MILLIONS
  • Total Number of Accounts
    51,299
    ACCOUNTS
  • Average Account Value
    $16,616
Compensation Options
  • A percentage of assets under your management
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, WY

Ready to hire a financial advisor? Get competitive proposals from Curtis Harris and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.