Thomas Curtin, financial advisor Great Barrington MA
96 score

Thomas Curtin

CRD Number: 4567464
Current Firm: Global Retirement Partners LLC

Thomas Curtin (CRD# 4567464) is an Investment Advisor Representative working at Global Retirement Partners LLC in Great Barrington, MA and has over 14 years of experience in the finance industry. Thomas Curtin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Global Retirement Partners San Rafael, CA Dec 2015 - Current 1
Lpl Financial LLC Great Barrington, MA Nov 2010 - Current 6
Independent Financial Partners Great Barrington, MA Oct 2014 - Dec 2015 1
Nrp Financial, Inc. Bryan, OH Nov 2007 - Nov 2010 3
Thomas A. Curtin Great Barrington, MA Mar 2007 - Nov 2010 3
Mutual Trust Co Of America Securities Barrington, MA Apr 2007 - Nov 2007 < 1
Wheeler & Taylor Great Barrington, MA Jun 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Thomas A. Curtin
Phone Number: 415-526-2751
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
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
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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