Located in Hot Springs Arkansas, Curtis is a lifetime resident of the community and operates an independent office in the Carpenter Professional Complex.
As a registered Investment Advisor Representative with LPL Financial DBA AIT Wealth Management, Curtis is passionate about his clients' financial success. His objective is to deliver the highest quality investment advice and financial planning combined with exceptional service.
Understanding all clients are different and have varying objectives, Curtis individually personalizes each client's investment allocation and financial planning objectives. This is accomplished utilizing tenured investment managers and state of the art financial planning software.
Having served clients in the financial services industry since 2005 in the role of an Investment Advisor Representative Curtis holds the FINRA Series 7 & 66 registrations as well as a Life & Health License from the Arkansas Department of Insurance. Curtis holds securities registrations in Arkansas, Texas, Mississippi, Florida, North Carolina & Washington D.C.
Curtis has served the community in numerous capacities over the years with local and national charities, including St. Jude Children's Research Hospital, First Step Schools, Downtown Merchants Association, the Hot Springs Chamber of Commerce, and is the past chairperson for the United Way of the Ouachita's Endowment Fund Committee.
Away from work Curtis has a passion for outdoor activities, including BBQing, hiking, boating, and chasing dogs around the yard.
For friendly, professional, and specialized investment and planning strategies combined with exceptional client service, contact Curtis to learn how you can achieve the success that drives you.