Curtis Finnicum, financial advisor Great Falls MT
88 score

Curtis Finnicum

CRD Number: 6200142
Current Firm: Wells Fargo Advisors, LLC

Curtis Finnicum (CRD# 6200142) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Great Falls, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Great Falls, MT May 2013 - Current 3
Bennett Motors Great Falls, MT Nov 2012 - May 2013 < 1
Aspenwood Landscaping Great Falls, MT Mar 2010 - Nov 2012 2
Sch Builders Great Falls, MT May 2009 - Feb 2010 < 1
Self-employed Great Falls, MT May 2008 - May 2009 1
West Side Drywall Hubbard, OR Sep 2007 - May 2008 < 1
Self-employed Great Falls, MT Dec 2006 - Sep 2007 < 1
Holland Woodcraft Great Falls, MT Jun 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Curtis J. Finnicum
Phone Number: 314-875-3000
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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