Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Joel Holden is a registered investment advisor representative with Tanglewood Total Wealth Management, Inc., which is based in Houston, Texas. Curtis is a Chartered Financial Analyst and has been in the financial services industry since November 2013. Curtis specializes in providing financial planning services, portfolio management for individuals and businesses, and investment management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/13/2014 - Present
Tanglewood Total Wealth Management, Inc. (HOUSTON TX)
Active
Inactive
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