Curtis PilkingtonCRD Number: 1170413
Current Firm: Sagepoint Financial, Inc.
Curtis Pilkington (CRD# 1170413) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Sterling, CO and has over 21 years of experience in the finance industry.
Securities America Advisors, Inc.
Partners For Prosperity, LLC
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||8|
|American General Securities Incorporated||Sterling, CO||Aug 1989 - Current||27|
|American General Life Insurance Company||Sterling, CO||Apr 1973 - Current||44|
|Aig Financial Advisors, Inc.||Sterling, CO||Oct 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops