Curtis Harrison, CFP®, financial advisor Mesa AZ

Curtis Harrison, CFP®

CRD Number: 6308250
Current Firm: Arista Wealth Management, LLC
Curtis Harrison (CRD# 6308250) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Mesa, AZ and has over 2 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Arista Wealth Management, LLC Mesa, AZ Jan 2015 - Current 6
Keeler Thomas, Inc. Orem, UT Feb 2014 - Dec 2014 < 1
Riverside Country Club Provo, UT Jul 2013 - Dec 2013 < 1
Ruby River Steak House Provo, UT Oct 2012 - Jun 2013 < 1
Student Provo, UT Jan 2012 - Sep 2012 < 1
Lajolla Groves Provo, UT Aug 2011 - Dec 2011 < 1
Lds Service Mission Birmingham, AL Aug 2009 - Aug 2011 2
Fabulous Freddy's St. George, UT Aug 2009 - Aug 2009 < 1
Student Provo, UT Feb 2008 - Jul 2009 1
Magelby's Provo, UT Jul 2006 - Jan 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Curtis J. Harrison, CFP®
Phone Number: 702-309-9970
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $480,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AZ, CA, GA, ID, LA, NV, NY, OR, TX, UT

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