Reagan Curl (CRD# 3067955) is an Investment Advisor Representative working at Networth Financial Services, LLC in Johns Creek, GA and has over 17 years of experience in the finance industry.
CRD# 3020755
Terra Firma Financial LLC
Score
105
CRD# 5935670
Meridian Investment Partners
Score
103
CRD# 5227599
Jph Advisory Group, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Networth Financial Services, LLC | Johns Creek, GA | Aug 2016 - Current | 1 |
| Lpl Financial, LLC | Johns Creek, GA | Mar 2010 - Current | 8 |
| Ifg Advisory, LLC | Atlanta, GA | Aug 2014 - Oct 2016 | 2 |
| Midamerica Financial Services, Inc. | Duluth, GA | Jan 2010 - Feb 2010 | < 1 |
| Mml Investors Services, Inc. | Enfield, CT | Jul 2009 - Oct 2009 | < 1 |
| Massmutual Financial Group | Springfield, MA | Jan 2007 - Oct 2009 | 2 |
| Mml Distributors, LLC | Springfield, MA | Jan 2007 - Oct 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- GA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts288ACCOUNTS
-
Average Account Value$145,833
- 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
GA
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