
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.