Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Gregory Fagan is a financial advisor with over 30 years of experience in the industry. Curtis currently works at LPL Financial LLC. Curtis has held previous positions with Wachovia Securities, LLC, Legg Mason Wood Walker, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curtis has a strong track record of success in helping clients achieve their financial goals. Curtis is registered with FINRA and holds the Series 7, Series 31, Series 63 and Series 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/14/2008 - Present
LPL Financial LLC (SPARTANBURG SC)
SC
04/28/2003 - 12/17/2007
WACHOVIA SECURITIES, LLC (COLUMBIA SC)
MD
03/01/2002 - 04/15/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/11/1996 - 03/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/24/1993 - 06/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Fagan is the right advisor for you? Invested Better is here to help.
