Kurt Houghton, financial advisor Ijamsville MD

Kurt Houghton

CRD Number: 3115577
Current Firm: Safe Harbor Investment Advisors, LLC

Kurt Houghton (CRD# 3115577) is an Investment Advisor Representative working at Safe Harbor Investment Advisors, LLC in Ijamsville, MD and has over 25 years of experience in the finance industry.

Similar Advisors
Basil Herzstein, financial advisor Ijamsville MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Erik Rinehold, financial advisor Ijamsville MD
Erik R. Rinehold
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Jonathan Abbett, financial advisor Ijamsville MD
Jonathan R. Abbett
CRD# 1817336
Cetera Investment Advisers LLC
Company Name Location Dates Years
Safe Harbor Investment Advisors, LLC Frederick, MD Dec 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for Kurt A. Houghton
Phone Number: 301-798-2953
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $605,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

MD

Ready to hire a financial advisor? Get competitive proposals from Kurt Houghton and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.