Carla Curry, financial advisor Warrensburg MO

Carla Curry

CRD Number: 2411630
Current Firm: Cetera Investment Advisers LLC

Carla Curry (CRD# 2411630) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Cetera Advisors LLC Denver, CO Apr 2016 - Current 8
Missouri State Fair Sedalia, MO Aug 2022 - Aug 2022 < 1
Edward Jones St. Louis, MO Feb 2005 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Carla G. Curry
Phone Number: 310-257-7880
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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