Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Hinshaw is a financial advisor at LPL Financial LLC and has been in the industry since 2005. Curtis is registered with FINRA and the state of Texas as a Registered Representative and Investment Advisor Representative. Curtis has a Series 7, Series 31 and Series 66 licenses. Curtis has previously worked at Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Curtis is a dedicated financial professional committed to providing personalized investment advice and financial planning services to meet the unique needs of their clients.
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
TX
08/27/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
03/16/2012 - 09/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
01/01/2008 - 03/19/2012
WELLS FARGO ADVISORS, LLC (LONGVIEW TX)
TX
11/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LONGVIEW TX)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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