wiseradvisor

CURTIS FRANCISCO, CFP, AIF
Asset Advisory Services,Inc

Tel: (561) 747-9550
2141 Alt. Aia South
Suite # 400
Jupiter, FL 33477

CRAFTING FINANCIAL SOLUTIONS WITH INSIGHT AND INTEGRITY


About Asset Advisory Services,Inc

Curtis S. Francisco, CFP®, AIF®, gives you a different way to invest. He calls it relationship investing. Curt takes the time to get to know you so he can assist you in pursuing your goals. With a background in statistical psychology, his natural inclination is to help you understand the relationship between your money and your life. This is one of the aspects that sets Curt apart when it comes to financial planning. Great confidence and trust come from knowing your investments are being looked after by someone who truly understands what you're all about.

Asset Advisory Services offers a complete range of financial planning services:

Retirement Income Planning Estate Planning Budgeting and Cash Flow Analysis Investment Tax Analysis Education Planning Portfolio Analysis Investment Analysis

Since 1981, Curt has managed money prudently, allocating assets across equity and fixed income investments to help reduce client's exposure to taxes and market risk. Having many established relationships in the community, Curt works cooperatively with client's attorneys and CPAs. He believes that professional wealth management can truly make a difference in a client's life no matter what stage they are in: individuals thinking about retirement, women going through a divorce or the loss of a spouse, couples saving for their children's college education, or those already in retirement.


General Information

Insurance License#:   FL lic #A088772
Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
Name of Custodial Firm:   SEI PRIVATE TRUST AND NATIONAL FINANCIAL SERVICES
States Licensed in:   AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI.
Number of Years with Current Firm:   28
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Commodities, Stocks, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office, Via email, Via phone, At your office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Variable Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   512
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   $196,000,000
Assets Managed by Advisor:   $196,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   100K and up
Compensation Methods:   Based on Assets




Disclaimer

This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser.

Asset Advisory Services, Inc 2141 Alternate A1A South, Suite 400, Jupiter, FL 33477 | P: 561.747.9550

CURTIS FRANCISCO, CFP, AIF

CURTIS FRANCISCO, CFP, AIF

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

As President of the firm he established in 1980 in the Jupiter-Tequesta area, Curt Francisco is a CERTIFIED FINANCIAL PLANNER" practitioner, an Accredited Investment Fiduciary® (AIF®), and an investment adviser representative of Commonwealth Financial Network®, a Waltham, Massachusetts, broker/dealer, providing securities sales and service to his clients.

In addition, Curt has always felt strongly about taking part in the community in which he lives as witnessed by his past services as a trustee of the Jupiter Medical Center Foundation, Inc., a founding member of the Palm Beach County Estate Planning Council, member of Kiwanis International, and an advisory board member of Florida Atlantic University's Honors College.