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
Project-Based Financial Planning fees range from $50 to $5,000, fixed fee agreed upon before work begins
1.50% annually flat fee
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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