K Curtis Financial Group, LLC

K Curtis Financial Group, LLC (CRD# 169938) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,500,000 in 16 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
    16
    ACCOUNTS
  • Average Account Value
    $93,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
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 K Curtis Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kelly Curtis
CRD#: 5559096
515 South Flower St., 36th Floor, Los Angeles, CA 90071
81
Wealthminder
score

Kelly Curtis (CRD# 5559096) is an Investment Advisor Representative working at K Curtis Financial Group, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.