linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jimmy Daryl Curtis

LEO Wealth, LLC

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

About Jimmy Daryl Curtis

Jimmy Daryl Curtis is a financial advisor with over 38 years of experience in the industry. Jimmy is currently registered with Leo Wealth, LLC and has been with the firm since August 2021. Prior to joining Leo Wealth, LLC, Jimmy worked with BFT Financial Group, LLC. Jimmy is a Series 7 and Series 63 licensed professional and holds the Chartered Financial Consultant designation. Jimmy specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Jimmy Curtis is currently registered with LEO Wealth, LLC. LEO Wealth, LLC is an investment advisor located in Hurst, Texas with approximately $1 billion to $10 billion in assets under management. The firm advises high-net-worth individuals, corporations, and pension plans. They offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
LEO Wealth, LLC

860 AIRPORT FREEWAY

HURST, TX 76054

$1.52B

Assets Under Management

Not reported

Total Clients

19

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

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.

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.

check

other

Financial planning fees

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.

Jimmy Curtis’s Registration & Firm History

TX

10/08/2021 - Present

LEO Wealth, LLC (AMARILLO TX)

NY

04/16/2003 - 04/23/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

TX

11/30/1998 - 04/10/2003

OMEGA SECURITIES, INC. (FORT WORTH TX)

NA

07/31/1998 - 11/16/1998

CAPITAL WEST INVESTMENT GROUP, INC.

TX

06/03/1993 - 07/27/1998

OMEGA SECURITIES, INC. (FORT WORTH TX)

MN

01/07/1992 - 05/28/1993

FORTIS INVESTORS, INC. (OAKDALE MN)

NE

11/07/1984 - 12/24/1991

AMERITAS INVESTMENT CORP. (LINCOLN NE)

NA

08/23/1983 - 03/13/1985

INTEGRATED RESOURCES EQUITY CORPORATION

Not sure if Jimmy Daryl Curtis is right for you?

Licenses & Designations

BC

Issued 09/03/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jimmy Daryl Curtis.
Not sure if Jimmy Daryl Curtis is right for you?