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Featured Business Financial Advisor in Jupiter, FL
Jupiter Financial Advisors
Asset Advisory Services,Inc
2141 Alt. Aia South, Suite # 400
Jupiter, FL 33477
(561) 747-9550
“CRAFTING FINANCIAL SOLUTIONS WITH INSIGHT AND INTEGRITY”
Advisor Profile
CURTIS FRANCISCO, CFP, AIF
Name:  CURTIS FRANCISCO, CFP, AIF
Website:  Visit Website
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This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser.

Asset Advisory Services, Inc 2141 Alternate A1A South, Suite 400, Jupiter, FL 33477 | P: 561.747.9550

About Asset Advisory Services,Inc

Curtis S. Francisco, CFP®, AIF®, gives you a different way to invest. He calls it relationship investing. Curt takes the time to get to know you so he can assist you in pursuing your goals. With a background in statistical psychology, his natural inclination is to help you understand the relationship between your money and your life. This is one of the aspects that sets Curt apart when it comes to financial planning. Great confidence and trust come from knowing your investments are being looked after by someone who truly understands what you're all about.

Asset Advisory Services offers a complete range of financial planning services:

Retirement Income Planning Estate Planning Budgeting and Cash Flow Analysis Investment Tax Analysis Education Planning Portfolio Analysis Investment Analysis

Since 1981, Curt has managed money prudently, allocating assets across equity and fixed income investments to help reduce client's exposure to taxes and market risk. Having many established relationships in the community, Curt works cooperatively with client's attorneys and CPAs. He believes that professional wealth management can truly make a difference in a client's life no matter what stage they are in: individuals thinking about retirement, women going through a divorce or the loss of a spouse, couples saving for their children's college education, or those already in retirement.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
Number of Years with Current Firm:    28
Name of Custodial Firm:    SEI PRIVATE TRUST AND NATIONAL FINANCIAL SERVICES
Years of Experience in Financial Services:    39
Name of Broker/Dealer:    COMMONWEALTH FINANCIAL NETWORK
States Willing to do Business in:   
States Licensed in:    AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI.
Insurance License#:    FL lic #A088772
Firm CRD#:    8032
CRD#:    728917
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Annuity, Life, Health
Securities Licenses:    Series 63, Series 24, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Firm Information

Assets Managed by Advisor:    $196,000,000
Assets Managed by Firm:    $196,000,000
Firm's Number of Managed Clients:    200
Firm's Number of Planning Clients:    200
Firm's Number of Clients:    512
 

Compliance

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    100K and up
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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