James Curtis (CRD# 5557007) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Costa Mesa, CA and has over 15 years of experience in the finance industry. James Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James Curtis Financial And Insurance Services | Costa Mesa, CA | Jan 2014 - Current | 10 |
| Collins Advisory | Fullerton, CA | Jan 2009 - Current | 15 |
| James Curtis Enterprises, Inc. | Newport Beach, CA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- CA
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$391,167
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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