Michael Curtis (CRD# 2255005) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Brandon, MS and has over 31 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | Byram, MS | Apr 2017 - Current | 7 |
| Liberty Advisors | Byram, MS | Apr 2017 - Sep 2023 | 6 |
| Broker Dealer Financial Services Corp | West Des Moines, IA | Aug 2014 - Apr 2017 | 2 |
| Advisors Excell | Topeka, KS | Aug 2014 - Apr 2017 | 2 |
| Sullivan Investment Advantage | Covington, LA | Jun 2003 - Sep 2014 | 11 |
| Invest Financial Corp | Covington, LA | Jun 2003 - Aug 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
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- MS
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
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