Resolve Financial, LLC

Resolve Financial, LLC (CRD# 142792) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $15,378,518 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 2119, Walnut Creek, CA 94595
https://www.linkedin.com/in/joseph-curtis-0b5a1b9b/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $265,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Resolve Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Curtis, financial advisor Walnut Creek CA
Joseph P. Curtis
CRD#: 1014838
Walnut Creek, CA

Joseph Curtis (CRD# 1014838) is an Investment Advisor Representative working at Resolve Financial, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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