Kurt Roddy (CRD# 2480228) is an Investment Advisor Representative working at Planmember Securities Corporation in Gig Harbor, WA and has over 30 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Apr 2022 - Current | 2 |
| Harbor Financial Advisors | Gig Harbor, CA | Jun 2017 - Current | 6 |
| Securities America, Inc. | Gig Harbor, WA | Nov 2020 - Apr 2022 | 1 |
| Arbor Point Advisors | Gig Harbor, WA | Nov 2020 - Apr 2022 | 1 |
| Kms Financial Services, Inc. | Seattle, WA | Dec 2017 - Nov 2020 | 2 |
| Fsic | Edmonds, WA | Sep 2011 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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