Curtis Ladd, financial advisor Dallas TX
96 score

Curtis Ladd

CRD Number: 1383014
Current Firm: Vsr Advisory Services

Curtis Ladd (CRD# 1383014) is an Investment Advisor Representative working at Vsr Advisory Services in Dallas, TX and has over 30 years of experience in the finance industry. Curtis Ladd 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.

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Professional Designations
Company Name Location Dates Years
Vsr Financial Services, Inc. Overland Park, KS Dec 2008 - Current 8
Vsr Advisory Services Overland Park, KS Dec 2008 - Current 8
First Financial Center Of Dallas Dallas, TX Nov 1985 - Current 31
Protective Equity Service Birmingham, AL Nov 1985 - Dec 2008 23
Proequities, Inc. Birmingham, AL Jun 1985 - Dec 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Curtis T. Ladd
Phone Number: 913-498-2900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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