Catherine Curtis (CRD# 1644947) is an Investment Advisor Representative working at Curtis Financial Planning in Oakland, CA and has 1 year of experience in the finance industry. Catherine 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.
CRD# 5567930
Avantax Advisory Services
CRD# 5395196
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1073218
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curtis Financial Planning | Oakland, CA | Jun 2013 - Current | 10 |
- CA
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Total Assets Under Management109MILLIONS
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Total Number of Accounts202ACCOUNTS
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Average Account Value$541,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
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