Business Description

"My personal mission is to help people get what they want out of life. I want to do that in a friendly, professional manner." Brian Curry, CFP

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

BA in Finance, University of Arkansas 1979
CFP Since 1993

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Real Estate, Alternative Investments, Annuities, Bonds, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Additional Details on Charges:

A first appointment is always complementary. I am comfortable working with my clients in the way they want to work. What that means is that if clients prefer to work just on a fee basis, we will do that. If a client wants to work on a percentage basis, we will do that. Some clients prefer a comission basis. I believe that this should be the clients choice The hourly rate and % asset fee vary depending on the scope of client.

Prepared By:

Brian Curry