Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Don Tobler is a registered investment advisor representative at Victory Capital Management Inc. based in San Antonio, Texas. Curtis has been in the industry since 1997. Curtis has a broad range of experience in the industry, with previous roles at J.P. Morgan Securities LLC, Parkland Securities, LLC, and FSC Securities Corporation. Curtis is licensed in 52 states, and holds Series 7, 6, and 66 licenses. Curtis has a strong background in portfolio management and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/16/2022 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
08/16/2016 - 10/22/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
09/01/2015 - 08/17/2016
PARKLAND SECURITIES, LLC (San Antonio TX)
TX
05/14/2013 - 08/31/2015
FSC SECURITIES CORPORATION (SAN ANTONIO TX)
UT
08/14/1995 - 04/02/2013
FIDELITY BROKERAGE SERVICES LLC (OREM UT)
BOTH
Issued 09/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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