David Curtis, financial advisor Evansville IN
69 score

David Curtis

CRD Number: 6189596
Current Firm: Fdx Advisors, Inc.

David Curtis (CRD# 6189596) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Evansville, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fdx Advisors, Inc. Evansville, IN Feb 2013 - Current 3
Access Partners, LLC Evansville, IN Jan 2002 - Jan 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for David W. Curtis
Phone Number: 916-288-6400
Firm Website: http://fdxadvisors.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,737
    MILLIONS
  • Total Number of Accounts
    32,086
    ACCOUNTS
  • Average Account Value
    $147,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, IA, IN, MN, ND, NJ, OH, TX, WA

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BADGES
69

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