Advisor at P.R. Curtman Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
P.R. Curtman Investments LLC
Location
Milton, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
Paul Curtman is the principal of P.R. Curtman Investments LLC, an independent advisory firm based in Milton, FL. He holds Series 63, 65, and 66 licenses and has 10 years of industry experience, including roles at Edward Jones, Carillon Group Inc, and Ameritas. Outside of financial advising, he is an author and owner of E-5 Operations LLC, a media and guidance business established in 2013. P.R. Curtman Investments LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm employs a variety of analytical methods informed by Modern Portfolio Theory and emphasizes written deliverables, ongoing client education, and periodic workshop-style events.
Based on P.R. Curtman Investments LLC
Based on P.R. Curtman Investments LLC
$50 to $5,000 (fixed fee for project-based financial planning)
1.50% annually
$10/month for newsletter subscription
Milton, FL
Florida · Missouri
P.R. Curtman Investments LLC
2021 - Present (5 years)
Edward Jones
2019 - 2021 (2 years)
State Of Missouri
2019 - 2019 (1 year)
Carillon Group Inc
2015 - 2017 (2 years)
Ameritas Investment Corp
2015 - 2017 (2 years)
Ameritas Life Insurance Corp
2015 - 2017 (2 years)
E 5 Operations Llc
2013 - Present (13 years)
State Of Missouri
2011 - 2019 (8 years)
Author
2009 - Present (17 years)
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