linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Curtis Edward Hollowell

Redmount Capital Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Curtis? Claim Your Profile

About Curtis Edward Hollowell

Curtis Edward Hollowell is an investment advisor representative at Redmount Capital Partners LLC. Curtis has been in the financial industry since 2006 and holds Series 6, 63, and 65 licenses as well as the SIE designation. Curtis offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit sharing plans. Curtis is also an insurance agent and devotes approximately 30% of his time to insurance-related activities. Curtis previously worked at PRINCOR FINANCIAL SERVICES CORPORATION and U.S. BANCORP INVESTMENTS, INC.

Firm Information

Curtis Hollowell is currently registered with Redmount Capital Partners LLC. Redmount Capital Partners LLC is an investment advisor with 3 licensed agents and 3 investment advisor representatives. They manage $35,201,130 in regulatory assets under management. They primarily serve individuals other than high net worth, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. They provide financial planning and portfolio management services to individuals.

$35.20M

Assets Under Management

8

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Curtis Hollowell’s Registration & Firm History

CA

10/11/2018 - Present

Redmount Capital Partners LLC (NEWPORT BEACH CA)

CA

05/06/2008 - 02/05/2015

PRINCOR FINANCIAL SERVICES CORPORATION (IRVINE CA)

CA

07/27/2006 - 04/29/2008

U.S. BANCORP INVESTMENTS, INC. (TEMECULA CA)

Not sure if Curtis Edward Hollowell is right for you?

Licenses & Designations

IA

Issued 12/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Edward Hollowell.
Not sure if Curtis Edward Hollowell is right for you?