Curtis Hurren, financial advisor Charlotte NC
93 score

Curtis Hurren

CRD Number: 5280306
Current Firm: Advice And Planning Services

Curtis Hurren (CRD# 5280306) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Mar 2012 - Current 4
Tiaa Charlotte, NC Mar 2012 - Current 4
Tradeking Charlotte, NC May 2010 - Mar 2012 1
Adp Totalsource Charlotte, NC May 2010 - Mar 2012 1
Talent Bridge Charlotte, NC Oct 2009 - May 2010 < 1
Echotrade, LLC Charlotte, NC Jul 2008 - Dec 2009 1
Amway Grand Plaza Grand Rapids, MI Mar 2006 - Apr 2008 2
Grand Valley State University Allendale, MI Aug 2003 - Dec 2007 4
Merrill Lynch Grand Rapids, MI Jan 2007 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Jul 2010
Contact Info for Curtis C. Hurren
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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