Curtis Catlin, financial advisor Orange Park FL
96 score

Curtis Catlin

CRD Number: 1848527
Current Firm: Lincoln Financial Securities Corporation

Curtis Catlin (CRD# 1848527) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Orange Park, FL and has over 21 years of experience in the finance industry. Curtis Catlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corp Orange Park, FL Jan 2010 - Current 8
Lpl Financial Naples, FL Mar 2008 - Oct 2009 1
Merrill Lynch, Pierce, Fenner & Smith Bonita Springs, FL Sep 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Curtis L. Catlin
Phone Number: 800-258-3648
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,112
    MILLIONS
  • Total Number of Accounts
    10,823
    ACCOUNTS
  • Average Account Value
    $195,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
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
96
Clean Record
This advisor has a clean track record with regulators.

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