Jeff Currie (CRD# 2407176) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Homedale, ID and has over 29 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6238361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Retirement Group | Homedale, ID | Jun 2020 - Current | 2 |
| Elevated Capital Advisors, LLC | Sandy, UT | Jan 2019 - Current | 4 |
| Currie Financial Group, Inc. | Boise, ID | Sep 2011 - Jun 2020 | 8 |
| Global Financial Private Capital | Sarasota, FL | Jan 2012 - Jan 2019 | 7 |
| Galileo Financial Advisors, LLC | Boise, ID | Nov 2012 - Oct 2013 | < 1 |
| Advisors Excel | Topeka, KS | Jun 2010 - Oct 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- FL
- ID
- WA
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Total Assets Under Management312MILLIONS
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Total Number of Accounts2,139ACCOUNTS
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Average Account Value$145,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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