Curtis FantCRD Number: 5605347
Current Firm: Tribeca Financial, LLC
Curtis Fant (CRD# 5605347) is an Investment Advisor Representative working at Tribeca Financial, LLC in Mesa, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Tribeca Financial, LLC||Mesa, AZ||Nov 2008 - Current||9|
|Gold Canyon Pools||Phoenix, AZ||Jul 2008 - Current||9|
|Tribeca Advisors, LLC||Mesa, AZ||Jan 2009 - Dec 2011||2|
|Majestic Pools And Spas||Chandler, AZ||Apr 1994 - Jul 2008||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management127MILLIONS
Total Number of Accounts311ACCOUNTS
Average Account Value$409,400
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, NV, TX, VA