Curtis Reese, financial advisor Plano TX
93 score

Curtis Reese

CRD Number: 5292419
Current Firm: Money Matters With Ken Moraif

Curtis Reese (CRD# 5292419) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Money Matters With Ken Moraif Plano, TX Sep 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Jun 2012 - Sep 2013 1
Tiaa Lewisville, TX Jun 2012 - Sep 2013 1
Fidelity Investments Institutional Services Company, Inc. Westlake, TX Sep 2011 - Jun 2012 < 1
Td Ameritrade Fort Worth, TX Jun 2010 - Sep 2011 1
Chase Investment Services Roanoke, TX Feb 2010 - Jun 2010 < 1
Fidelity Investments Westlake, TX Oct 2007 - Feb 2010 2
Independent Contractor Rowlett, TX Feb 2002 - Oct 2007 5
Wachovia Bank Denton, TX Feb 2007 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Curtis B. Reese
Phone Number: 469-246-3600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,906
    MILLIONS
  • Total Number of Accounts
    15,613
    ACCOUNTS
  • Average Account Value
    $186,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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