![Charles McCurdy, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
Charles McCurdy (CRD# 4378350) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
![Colleen Abate, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 6729610
Lpl Financial LLC
![Neil Abney, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 4035401
Ameriprise Financial Services, LLC
![Ethan Adams, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Cerity Partners | Louisville, KY | Feb 2023 - Current | 1 |
Argi Investment Services, LLC | Louisville, KY | Oct 2020 - Feb 2023 | 2 |
Us Census Bureau | Jeffersonville, IN | Jan 2020 - Oct 2020 | < 1 |
Retired | Louisville, KY | Jan 2019 - Jan 2020 | 1 |
Ntt Data Consulting | Louisville, KY | Apr 2016 - Jan 2019 | 2 |
Robert Half | Louisville, KY | Jan 2016 - Apr 2016 | < 1 |
Chick Fil A | Louisville, KY | Jun 2015 - Jan 2016 | < 1 |
Retired | Louisville, KY | Mar 2015 - Jun 2015 | < 1 |
Private Client Services | Louisville, KY | Apr 2013 - Mar 2015 | 1 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- OH
-
Total Assets Under Management80,573MILLIONS
-
Total Number of Accounts16,424ACCOUNTS
-
Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.