Curtis Williamson (CRD# 7765678) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Planning, LLC | Naples, FL | Jun 2022 - Current | 1 |
| Truist Bank | Naples, FL | Sep 2021 - Jun 2022 | < 1 |
| Bankers Life | Naples, FL | Jul 2021 - Sep 2021 | < 1 |
| Mount Vernon Nazarene University | Mount Vernon, OH | Aug 2016 - Jul 2021 | 4 |
| Wooster High School | Wooster, OH | Aug 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- FL
-
Total Assets Under Management9,243MILLIONS
-
Total Number of Accounts10,834ACCOUNTS
-
Average Account Value$853,118
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, NH, PA, RI, TX
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