Paul Curtman (CRD# 5537801) is an Investment Advisor Representative working at P.r. Curtman Investments LLC in Milton, FL and has over 15 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P.r. Curtman Investments LLC | Washington, MO | Mar 2021 - Current | 3 |
| E-5 Operations LLC | Pacific, MO | Jun 2013 - Current | 10 |
| Author | Washington, MO | Nov 2009 - Current | 14 |
| Edward Jones | Saint Louis, MO | Jun 2019 - Aug 2021 | 2 |
| State Of Missouri | Jefferson City, MO | Jan 2019 - Jun 2019 | < 1 |
| State Of Missouri | Jefferson City, MO | Jan 2011 - Jan 2019 | 8 |
| Carillon Group Inc. | Chesterfield, MO | Aug 2015 - Dec 2017 | 2 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jul 2015 - Dec 2017 | 2 |
| Ameritas Investment Corp | Lincoln, NE | Jul 2015 - Dec 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- MO
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Total Assets Under Management9MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$409,591
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
MO
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