linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Brandon Given

Curtis Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Brandon Given

David Brandon Given is a Registered Investment Advisor, currently associated with Curtis Advisory Group, LLC. David has been in the investment industry since October 2008 and has a Series 65 license. David holds a Uniform Investment Adviser Law Examination (Series 65) and has one state exam on file. David specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. David also provides independent performance reporting and investment oversight as part of their advisory services.

Firm Information

David Given is currently registered with Curtis Advisory Group, LLC. Curtis Advisory Group, LLC is an independent investment advisory firm located in Santa Barbara, California. They provide a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. The firm manages approximately $418.7 million in assets for clients that include high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations. They are registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Curtis Advisory Group, LLC

735 STATE STREET

SANTA BARBARA, CA 93101

$418.69M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

independent performance reporting and investment oversight

Independent performance reporting and investment oversight

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Given’s Registration & Firm History

CA

05/09/2023 - Present

Curtis Advisory Group, LLC (SANTA BARBARA CA)

Not sure if David Brandon Given is right for you?

Licenses & Designations

IA

Issued 04/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Brandon Given.
Not sure if David Brandon Given is right for you?