Curtis ReeseCRD 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|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|
Total Assets Under Management2,906MILLIONS
Total Number of Accounts15,613ACCOUNTS
Average Account Value$186,102
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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