Curtis Shirey (CRD# 6513381) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 8 years of experience in the finance industry. Curtis Shirey 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.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tigard, OR | Jul 2021 - Current | 2 |
| Rotary Club Of Portland | Portland, OR | May 2021 - Jul 2021 | < 1 |
| Scs Group LLC | Tigard, OR | Apr 2021 - Jul 2021 | < 1 |
| Rotary Club Of Portland | Portland, OR | Jan 2020 - Jul 2021 | 1 |
| Waddell & Reed, Inc. | Tigard, OR | May 2016 - Jul 2021 | 5 |
| Various Insurance Carriers For W & R Insurance Agencies | Portland, OR | May 2016 - Jul 2021 | 5 |
| Curtis Shirey | Portland, OR | Oct 2017 - Nov 2019 | 2 |
| Rex Putnam High School | Milwaukie, OR | Jun 2017 - Nov 2019 | 2 |
| Unemployed | Beaverton, OR | Apr 2016 - May 2016 | < 1 |
| Foresters Financial Services | Beaverton, OR | Dec 2015 - Apr 2016 | < 1 |
| First Investors Corporation | Beaverton, OR | Jun 2015 - Dec 2015 | < 1 |
| Tursis Soccer Supply | Beaverton, OR | May 2013 - May 2015 | 2 |
| Lewis & Clark College | Portland, OR | Aug 2011 - May 2015 | 3 |
| True Grit Sports | Elk Grove, CA | Oct 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- OR
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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