Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Currie is a registered investment advisor with Wealthharbor Capital Group, LLC, located in Metairie, Louisiana. Brian has been in the industry since 2005. Brian is licensed to provide investment advice in Florida, Louisiana, Mississippi, and Texas. Brian has specializations in Retirement Planning, College Savings, Estate Planning, Asset Allocation, and Income Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
03/16/2021 - Present
Wealthharbor Capital Group, LLC (METAIRIE LA)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brian Currie is the right advisor for you? Invested Better is here to help.
