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 $78,233,299 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1700 Adams Avenue, Suite 210, Costa Mesa, CA 92626
http://www.jamescurtisenterprises.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $391,167
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
  • 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, TX

Financial Advisors at James Curtis Financial And Insurance Services
Showing 1 - 2 of 2 top financial advisors.
1
Dion Collins, financial advisor Fullerton CA
Dion M. Collins
CRD#: 1441191
Fullerton, CA

Dion Collins (CRD# 1441191) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Fullerton, CA and has over 34 years of experience in the finance industry.

2
James Curtis, financial advisor Costa Mesa CA
James M. Curtis
CRD#: 5557007
1700 Adams Avenue, Suite 210, Costa Mesa, CA 92626

James Curtis (CRD# 5557007) is an Investment Advisor Representative working at James Curtis Financial And Insurance Services in Costa Mesa, CA and has over 15 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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