Curt Rencher, financial advisor Marana AZ
73 score

Curt Rencher

CRD Number: 5479641
Current Firm: Edward Jones

Curt Rencher (CRD# 5479641) is an Investment Advisor Representative working at Edward Jones in Marana, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Sep 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson, AZ Mar 2014 - Aug 2017 3
Bank Of America, N.a. Tucson, AZ Mar 2014 - Aug 2017 3
Dex One Tucson, AZ Nov 2013 - Dec 2013 < 1
Unemployed Tucson, AZ Dec 2012 - Oct 2013 < 1
Chase Investment Services Corp. Veradale, WA Nov 2007 - Nov 2012 5
Wamu Spokane Valley, WA Nov 2007 - Nov 2012 5
Wamu Investments, Inc. Spokane, WA Nov 2007 - Nov 2012 5
J.p. Morgan Securities LLC Veradale, WA Nov 2007 - Nov 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Apr 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Curt W. Rencher
Phone Number: 314-515-2000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, WY

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BADGES
73

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