John Curle (CRD# 6626423) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 8 years of experience in the finance industry. John Curle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2987328
Northwestern Mutual Investment Services,llc
CRD# 6928380
Transamerica Financial Advisors, Inc.
CRD# 5755686
Invesco Managed Accounts, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | Seattle, WA | Nov 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Seattle, WA | Nov 2016 - Oct 2017 | < 1 |
| Wells Fargo Bank, Na | Seattle, WA | Apr 2014 - Oct 2017 | 3 |
| Wells Fargo Advisors LLC | Seattle, WA | Mar 2016 - Nov 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- WA
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Total Assets Under Management12,488MILLIONS
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Total Number of Accounts2,978ACCOUNTS
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Average Account Value$4,193,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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