Curtis Green, financial advisor Rancho Mirage CA
83 score

Curtis Green

CRD Number: 3160058
Current Firm: Cornerstone Wealth Management, LLC

Curtis Green (CRD# 3160058) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Rancho Mirage, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Wealth Management, LLC Rancho Mirage, CA Oct 2016 - Current 1
Lpl Financial, LLC Rancho Mirage, CA Oct 2016 - Current 1
Edward Jones St Louis, MO Jun 2001 - Oct 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Curtis R. Green
Phone Number: 636-397-6200
Registered State(s):
  • AZ
  • WA
  • CA
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    8,766
    ACCOUNTS
  • Average Account Value
    $159,097
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
83

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