Kurtis KuyatCRD Number: 1109701
Current Firm: Lincoln Financial Advisors Corporation
Kurtis Kuyat (CRD# 1109701) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Pittsburgh, PA and has over 33 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Lincoln Financial Advisors||Pittsburgh, PA||Mar 2010 - Current||7|
|Principal Life Insurance||Pittsburgh, PA||Dec 2003 - Mar 2010||6|
|Princor Financial Services Corp||Pittsburgh, PA||Dec 2003 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV