Kurt Underhill (CRD# 4591956) is an Investment Advisor Representative working at First Financial Group in Raleigh, NC and has over 21 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Financial Group | Raleigh, NC | Jul 2012 - Current | 11 |
| Mood Food Records | Cary, NC | Nov 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- NC
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts875ACCOUNTS
-
Average Account Value$276,343
- 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
- Other
CA, FL, NC, SC, TX, VA
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