Curtis Spaulding, financial advisor Roswell GA

Curtis Spaulding

CRD Number: 5347067
Current Firm: Primerica Advisors

Curtis Spaulding (CRD# 5347067) is an Investment Advisor Representative working at Primerica Advisors in Roswell, GA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Unique Model Walker, MI Dec 2013 - Current 10
Pfs Investments Inc. Portage, MI May 2007 - Current 16
Primerica Financial Services Portage, MI Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Curtis J. Spaulding
Phone Number: 833-786-0550
Registered State(s):
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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