Donna Curtis, financial advisor Prescott AZ

Donna Curtis

CRD Number: 6182855
Current Firm: Roxie Webb Securities Management,inc.

Donna Curtis (CRD# 6182855) is an Investment Advisor Representative working at Roxie Webb Securities Management,inc. in Prescott, AZ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Roxie Webb Securities Management Prescott, AZ Mar 2013 - Current 11
Roxie Webb Securities Managment Prescott, AZ Feb 1993 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Donna L. Curtis
Phone Number: 928-445-0500
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $298,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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