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Martin Jennings Curry

CS Planning Corp.

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About Martin Jennings Curry

Martin Curry is an investment advisor representative associated with CS Planning Corp. and First Shore Private Wealth LLC. Martin has been in the financial industry for over 30 years and has a deep understanding of the financial markets. Martin is a Certified Financial Planner and a Chartered Financial Consultant. Martin has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Martin is passionate about helping clients achieve their financial goals.

Firm Information

Martin Curry is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Martin Curry’s Registration & Firm History

MD

09/19/2024 - Present

CS Planning Corp. (Salisbury MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Jennings Curry.
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