![Curtis Burkholder, financial advisor Gap PA](/img/ws/profile-blank-sq.png)
Curtis Burkholder (CRD# 4979988) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 10 years of experience in the finance industry.
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CRD# 6237585
Edward Jones
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CRD# 2629855
Investment Management & Planning LLC
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CRD# 5732138
Great Valley Advisor Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bare Financial Services, Inc. Dba Bare Wealth Advisor | Gap, PA | Oct 2023 - Current | < 1 |
Securities America Advisors, Inc. Dba Bare Wealth Advisors | Atglen, PA | Mar 2014 - Current | 10 |
Securities America, Inc. Dba Bare Wealth Advisors | Atglen, PA | Jun 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- PA
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Total Assets Under Management222MILLIONS
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Total Number of Accounts898ACCOUNTS
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Average Account Value$247,462
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MD, NH, PA, VA
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