Harold CurryCRD Number: 2997797
Current Firm: Capital Guardian Wealth Management, LLC
Harold Curry (CRD# 2997797) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Matthews, NC and has over 19 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Capital Guardian Wealth Management, LLC||Charlotte, NC||Aug 2012 - Current||5|
|Capital Guardian, LLC||Charlotte, NC||Aug 2012 - Current||5|
|Curry & Curry Pa||Charlotte, NC||May 1974 - Current||43|
|Woodbury Financial Services||Charlotte, NC||Aug 2006 - Aug 2012||6|
|Equity Services Inc.||Montpelier, VT||Jun 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management480MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$230,895
- 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
- Selection of other advisers (including private fund managers)
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