James Curtis Financial And Insurance Services

James Curtis Financial And Insurance Services (CRD# 169643) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $1,822,425 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $140,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at James Curtis Financial And Insurance Services
No Advisor Found.
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