Jeff CurrieCRD Number: 2407176
Current Firm: Elevated Capital Advisors, LLC
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.
Inspire Advisors, LLC
|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
Total Assets Under Management312MILLIONS
Total Number of Accounts2,139ACCOUNTS
Average Account Value$145,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.