Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W.? Claim Your ProfileW. Cary Curzon is a financial advisor with LPL Financial LLC, where Cary has been employed since March 2019. Cary is licensed to conduct business in Arkansas, Missouri, Tennessee and Texas. Cary also holds a Series 63, 65, 7, 24 and SIE. Cary has over 30 years of experience in the financial services industry. In addition to his work with LPL Financial LLC, Cary also works for Simmons Bank, a financial institution, as Program Manager and Director of Investment Services. Cary is also involved in real estate rental. Cary is a Certified Financial Planner and offers a wide range of services to clients, including financial planning, portfolio management, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
03/20/2019 - Present
LPL Financial LLC (ROGERS AR)
AR
09/29/2003 - 07/08/2019
SIMMONS FIRST INVESTMENT GROUP, INC. (LITTLE ROCK AR)
TX
02/21/2002 - 02/20/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
FL
10/20/1998 - 09/26/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
12/18/1997 - 02/21/2002
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
01/02/1992 - 10/15/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
10/14/1991 - 12/31/1991
REED SECURITIES COMPANY, INC. (MARBLE FALLS TX)
IA
Issued 01/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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