Curtis Neuman (CRD# 2397204) is an Investment Advisor Representative working at Redwood Private Wealth in Ocala, FL and has over 30 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Dec 2021 - Current | 2 |
| Redwood Tax Specialists | Cornelius, NC | Jan 2019 - Current | 5 |
| Financial Security Group, Inc. | Ocala, FL | Jan 1996 - Current | 28 |
| Mml Investors Services | Ocala, FL | Jun 2020 - Dec 2021 | 1 |
| Massmutual | Ocala, FL | Apr 2020 - Dec 2021 | 1 |
| Purshe Kaplan Sterling Investments | Ocala, FL | Jun 2015 - Jun 2020 | 5 |
| Research Finanical Strategies | Ocala, FL | Jun 2015 - Jun 2020 | 5 |
| Usa Financial Securities Corporation | Ocala, FL | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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