Curtis Spaulding, financial advisor Wyoming MI
93 score

Curtis Spaulding

CRD Number: 5347067
Current Firm: Primerica Advisors

Curtis Spaulding (CRD# 5347067) is an Investment Advisor Representative working at Primerica Advisors in Wyoming, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Unique Model Walker, MI Dec 2013 - Current 3
Pfs Investments Inc. Wyoming, MI May 2007 - Current 9
Primerica Financial Services Wyoming, MI Feb 2007 - Current 9
Unique Model Walker, MI Jul 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Curtis J. Spaulding
Phone Number: 800-544-5445
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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