Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Willardson is a financial advisor with LPL Financial LLC in LEHI, UT. Curtis has been in the industry since 1987. Curtis holds the following licenses: Series 6, 7, 22, 63, and 65. Curtis is a Certified Financial Planner. Curtis has experience with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining LPL Financial LLC, Curtis worked with Cetera Advisor Networks LLC and Beneficial Investment Services, Inc.
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
UT
10/26/2022 - Present
LPL Financial LLC (LEHI UT)
UT
04/30/2003 - 10/17/2022
CETERA ADVISOR NETWORKS LLC (AMERICAN FORK UT)
UT
04/07/2006 - 03/31/2008
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
IA
09/11/1995 - 05/02/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
GA
08/15/1994 - 09/08/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
03/30/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
11/05/1988 - 04/26/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
10/14/1987 - 10/24/1988
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Curtis Willardson is the right advisor for you? Invested Better is here to help.
