Kimberly CurtisCRD Number: 2231492
Current Firm: Wealth Legacy Institute, Inc.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Wealth Legacy Institute, Inc.||Denver, CO||Aug 2007 - Current||9|
|Riversource (formerly Ids)||Denver, CO||Apr 1992 - Aug 2007||15|
|American Express Financial Advisors Inc.||Parkway Denver, CO||Apr 1992 - Aug 2007||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management65MILLIONS
Total Number of Accounts275ACCOUNTS
Average Account Value$237,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, TX
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