Curtis WilcoxCRD Number: 5397519
Current Firm: Valic Financial Advisors, Inc.
Curtis Wilcox (CRD# 5397519) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Valic Financial Advisors||Chicago, IL||Nov 2010 - Current||5|
|Unemployed||Bloomington, IN||Apr 2009 - Nov 2010||1|
|Hurlow Wealth Management||Bloomington, IN||Jan 2007 - Apr 2009||2|
|Wilcox Lawn Service||Angola, IN||Aug 2000 - Apr 2007||6|
|Indiana University||Bloomington, IN||Aug 2002 - Jan 2007||4|
|Prairie Heights Community School||Lagrange, IN||Jan 1997 - Jan 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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