Rodney CurryCRD Number: 6028841
Current Firm: H.d. Vest Advisory Services, Inc.
Rodney Curry (CRD# 6028841) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Saint Petersburg, FL and has over 7 years of experience in the finance industry. Rodney Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H. D. Vest Insurance Agency, Inc.||St. Petersburg, FL||May 2013 - Current||5|
|H. D. Vest Advisory Services||St. Petersburg, FL||May 2013 - Current||5|
|H. D. Vest Investment Services, Inc.||St. Petersburg, FL||May 2013 - Current||5|
|Rodney Curry||St. Petersburg, FL||Dec 2007 - Current||10|
|Curry & Taylor LLC||West Des Moines, IA||Mar 1993 - Current||25|
|Rgc Financial||West Des Moines, IA||Mar 2012 - Apr 2013||1|
|Rgc Insurance||West Des Monies, IA||Jun 2010 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY