Unclaimed
Curtis Gardiner Packer is a registered Investment Advisor Representative associated with B.o.s.s. Retirement Advisors, LLC. Curtis Packer has been in the industry since April 2009. Curtis Packer is licensed in Utah and is a Series 65 licensed individual. Curtis Gardiner Packer is associated with B.o.s.s. Retirement Advisors, LLC located in Lehi, UT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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UT
05/23/2017 - Present
B.o.s.s. Retirement Advisors, LLC (Lehi UT)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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