Curtis MusserCRD Number: 5464135
Current Firm: Ambassador Advisors, LLC
Curtis Musser (CRD# 5464135) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 9 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Ambassador Advisors, LLC||Lancaster, PA||Oct 2014 - Current||3|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Oct 2012 - Current||5|
|Axa Advisors, LLC||New York, NY||Dec 2007 - Oct 2012||4|
|Cross Connection||New Holland, PA||Sep 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management416MILLIONS
Total Number of Accounts4,052ACCOUNTS
Average Account Value$102,615
- 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
- Pension consulting services
CA, CO, DE, FL, GA, LA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA