Sean Curtis (CRD# 5625473) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Medina, OH and has over 12 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Medina, OH | Mar 2022 - Current | 2 |
| U.s. Bank | Medina, OH | May 2018 - Mar 2022 | 3 |
| Pnc Bank | Independence, OH | Mar 2017 - May 2018 | 1 |
| Pnc Investments | Pittsburgh, PA | Mar 2017 - May 2018 | 1 |
| Pnc Bank | Independence, OH | May 2016 - Mar 2017 | < 1 |
| Pnc Investments | Independence, OH | May 2016 - Mar 2017 | < 1 |
| Ganley Nissan | Mayfield Heights, OH | Aug 2015 - Feb 2016 | < 1 |
| Pnc Bank | Akron, OH | Mar 2014 - Aug 2015 | 1 |
| Pnc Investments | Akron, OH | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2011 |
- OH
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Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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