Adam Curry (CRD# 5144075) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, LA and has over 17 years of experience in the finance industry. Adam Curry 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.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Lafayette, LA | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Lafayette, LA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Lafayette`, LA | Jun 2016 - Current | 7 |
| Darnall, Sikes, Gardes & Frederick | Lafayette, LA | Feb 2001 - Current | 23 |
| 1st Global Advisors, Inc. | Lafayette, LA | Aug 2006 - Oct 2019 | 13 |
| 1st Global Capital Corp. | Lafayette, LA | May 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- LA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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