Phillip Curtis, financial advisor Newington NH

Phillip Curtis

CRD Number: 6366424
Current Firm: Lpl Financial LLC

Phillip Curtis (CRD# 6366424) is an Investment Advisor Representative working at Lpl Financial LLC in Newington, NH and has over 9 years of experience in the finance industry. Phillip Curtis 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.

Similar Advisors
Paul Accardi, financial advisor Newington NH
Paul M. Accardi
CRD# 4429381
Lpl Financial LLC
Similar Advisors
Thad Ackerman, financial advisor Newington NH
Thad J. Ackerman
CRD# 5324751
Silver Maple Financial, LLC
Similar Advisors
Christopher Adams, financial advisor Newington NH
Christopher C. Adams
CRD# 6002683
Edward Jones
Professional Designations
Company Name Location Dates Years
Northeast Planning Associates, Inc. Bedford, NH Nov 2014 - Current 9
Lpl Financial LLC Bedford, NH Jul 2014 - Current 9
Sanborn Reginal High School Kingston, NH Aug 2012 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Phillip A. Curtis
Phone Number: 704-733-3300
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

Ready to hire a financial advisor? Get competitive proposals from Phillip Curtis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.