Justin Curtis, financial advisor Franklin TN
73 score

Justin Curtis

CRD Number: 5439368
Current Firm: Eagle Strategies LLC

Justin Curtis (CRD# 5439368) is an Investment Advisor Representative working at Eagle Strategies LLC in Franklin, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Franklin, TN Aug 2012 - Current 4
Curtis Financial Group Franklin, TN Jan 2011 - Current 5
Nylife Securities, LLC Franklin, TN Dec 2007 - Current 9
New York Life Insurance Comp. Franklin, TN Nov 2007 - Current 9
Unemployed Nashville, TN Aug 2007 - Sep 2007 < 1
Carl Black Chevrolet Nashville, TN Feb 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
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 Justin B. Curtis
Phone Number: (888) 695-3245
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Justin Curtis and other advisors.
BADGES
73

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