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Featured Business Financial Advisor in Little Rock, AR
Little Rock Financial Advisors
Brian Curry, CFP
320 Executive Court Drive, # 102
Little Rock, AR 72205
(501) 228-4404
“Retirement Income Advice”
Advisor Profile
Brian Curry
Name:  Brian Curry
Phone Number:  (501) 228-4404
Website:  Visit Website

About Brian Curry, CFP

"My personal mission is to help people get what they want out of life. I want to do that in a friendly, professional manner."

As an advisor for 25 plus years, you learn what is the very best way for clients to allocate their resourses to get the most out of their money, and at the same time do this while preserving their assets.

The thing that I feel like I bring to the table is a consistant long term track record of client contact and relationship.

I seem to have an ability to both communicate well, care for clients, and at the same time discuss sometimes technical information in a easy format that clients can understand.

I am looking for clients that would like to develop that long term trusting relationship with their advisor so they do not have to worry about any aspect of their finances.

If that sounds of interest to you, please call myself or Anna, my assistant to set up a complementary appointment.

My Best Regards,
Brian Curry, CFP
 

General Information

Gender:    Male
CRD#:    54238
Name of Broker/Dealer:    Ameriprise Financial
States Licensed in:    AR, NC, MS
States Willing to do Business in:    AR,
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    26
Work Experience:    Former Vice President American Express Financial Advisors, District Manager
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
BA in Finance, University of Arkansas 1979
CFP Since 1993
 

Services

Investment Types:    Annuities, Insurance, Real Estate, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Insurance License (Life & Health; Long Term Care; Specify below)
Securities Licenses:    Series 65, Series 7, Series 22, Series 24, Series 26, Series 63, Series 66
Insurance and Annuity Licenses:    Disability, Health, Life, Annuity, Long Term Care, Variable Annuity, Variable Life
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $ 50,000
Compensation Methods:    Flat Fee, Based on Assets, Commissions
Additional Details on Charges:    A first appointment is always complementary. I am comfortable working with my clients in the way they want to work. What that means is that if clients prefer to work just on a fee basis, we will do that. If a client wants to work on a percentage basis, we will do that. Some clients prefer a comission basis. I believe that this should be the clients choice The hourly rate and % asset fee vary depending on the scope of client.
 
 
 
Prepared By: Brian Curry

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