Rick CurtisCRD Number: 2969165
Current Firm: Spc
Rick Curtis (CRD# 2969165) is an Investment Advisor Representative working at Spc in Farmington Hills, MI and has over 24 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Sigma Financial Corporation||Ann Arbor, MI||Oct 2003 - Current||18|
|Spc||Ann Arbor, MI||Oct 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management6,859MILLIONS
Total Number of Accounts36,841ACCOUNTS
Average Account Value$186,188
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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