Michael CurtisCRD Number: 1035990
Current Firm: Cambridge Investment Research Advisors, Inc.
Michael Curtis (CRD# 1035990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Muscatine, IA and has over 28 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2006 - Current||10|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2006 - Current||10|
|Northwestern Mutual Investment Services, LLC||Muscatine, IA||Oct 2003 - Oct 2006||3|
|Northwestern Mutual Investment Services, LLC||Davenport, IA||Jul 1988 - Oct 2006||18|
|Nml Equity Service, Inc.||Milwaukee, WI||Mar 1982 - Oct 2006||24|
|Northwestern Mutual Life||Milwaukee, WI||Jun 1975 - Oct 2006||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV