Warren CurtisCRD Number: 3270560
Current Firm: Interactive Financial Advisors
Warren Curtis (CRD# 3270560) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 22 years of experience in the finance industry. Warren Curtis 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fortune Financial Services||Monaca, PA||Sep 2020 - Current||2|
|Brooklight Place Securities, Inc.||Downers Grove, IL||Jan 2017 - Current||5|
|Interactive Financial Advisors||Chicago, IL||Apr 2005 - Current||17|
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Aug 2012 - Dec 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management321MILLIONS
Total Number of Accounts3,067ACCOUNTS
Average Account Value$104,755
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, NC, NE, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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