Paul Spitzer, financial advisor Prescott AZ

Paul Spitzer

CRD Number: 1814817
Current Firm: Curtis Capital, LLC

Paul Spitzer (CRD# 1814817) is an Investment Advisor Representative working at Curtis Capital, LLC in Prescott, AZ and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Ingham Wealth Management, Inc. San Diego, CA Nov 2018 - Current 5
Advanced Practice Advisors, Llc (154084) La Quinta, CA Jun 2010 - Jan 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul C. Spitzer
Phone Number: 858-735-7285
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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