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Financial ADVSR advisor directory · SEC adviser records

Curtis Advisory Group, LLC financial advisors in Santa Barbara, CA

Every SEC-registered investment adviser representative at a Curtis Advisory Group, LLC office in Santa Barbara, A to Z.

The short answer

3 registered advisors work at Curtis Advisory Group, LLC in Santa Barbara, out of 3 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Curtis Advisory Group, LLC advisors in Santa Barbara, A to Z

Every Curtis Advisory Group, LLC advisor →

Curtis Advisory Group, LLC advisors in every city and state →Curtis Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9

Questions

How many financial advisors does Curtis Advisory Group, LLC have in Santa Barbara?

3 investment adviser representatives are registered at Curtis Advisory Group, LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Curtis Advisory Group, LLC one of the largest advisor employers in Santa Barbara?

Curtis Advisory Group, LLC ranks number 35 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.

How do I check a Curtis Advisory Group, LLC advisor in Santa Barbara?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Curtis Advisory Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.