Thomas Curtis (CRD# 2456332) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 30 years of experience in the finance industry. Thomas Curtis 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# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Management Partners, LLC | Tucson, AZ | Oct 2020 - Current | 3 |
Insurance-non Variable | Tucson, AZ | Nov 2011 - Oct 2022 | 10 |
Wealth Mgt. Partners LLC | Tucson, AZ | Dec 2009 - Oct 2020 | 10 |
Raymond James Financial Services | Tucson, AZ | Aug 2009 - Oct 2020 | 11 |
Raymond James Financial Services Advisors, Inc. | Tucson, AZ | Aug 2009 - Oct 2020 | 11 |
N/a | Tucson, AZ | Nov 2013 - Apr 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1994 |
S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- AZ
- TX
-
Total Assets Under Management578MILLIONS
-
Total Number of Accounts2,003ACCOUNTS
-
Average Account Value$288,724
- 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
AZ, CA, CO, FL, KS, NE, NJ, NY, PA, TX, UT, VA, WA
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