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Michael David Curtis

Allstate Financial Advisors, LLC

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About Michael David Curtis

Michael Curtis is a registered investment advisor representative with Allstate Financial Advisors, LLC. Michael Curtis has been in the industry since July 30, 1992 and is currently registered with the state of Mississippi. Michael Curtis is also registered in other states including Alabama, Florida, Georgia, Louisiana, Missouri, Oklahoma, Tennessee, and Texas. Michael Curtis was previously employed by Broker Dealer Financial Services Corp., Invest Financial Corporation, Investacorp, Inc., and Franklin Financial Services Corporation.

Firm Information

Michael Curtis is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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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selection of other advisors

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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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other

Third party advisory fees

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Michael Curtis’s Registration & Firm History

MS

05/03/2017 - Present

Allstate Financial Advisors, LLC (Brandon MS)

MS

09/05/2014 - 05/01/2017

BROKER DEALER FINANCIAL SERVICES CORP. (LIBERTY MS)

MS

06/17/2003 - 09/08/2014

INVEST FINANCIAL CORPORATION (LIBERTY MS)

FL

12/16/1999 - 07/03/2003

INVESTACORP, INC. (MIAMI FL)

TX

07/31/1992 - 01/11/2000

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Michael David Curtis. Review regulatory record here.
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