Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Curles is a financial advisor with Savant Wealth Management, located in Birmingham, Alabama. David is a Certified Financial Planner and has been in the financial services industry since 2007. His primary focus is providing financial planning and investment management services to individuals, families, and businesses. David is also a football official at the college and professional level. David has a broad range of experience and is committed to providing his clients with personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
12/04/2023 - Present
Savant Wealth Management (BIRMINGHAM AL)
AL
08/09/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
02/07/2007 - 08/13/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
BOTH
Issued 02/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Curles is the right advisor for you? Invested Better is here to help.
