Jeff David Currie

Elevated Capital Advisors, LLC

13 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth

Elevated Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,031 clients

Average Client Portfolio

$420K average

Assets Under Management

$433.0M

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

Homedale, ID

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History

Regulatory History (1)

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Employment Separation After Allegations

March 1997

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Other Business ActivitiesSells Insurance

Jeff sells fixed insurance through Currie Financial Group, dedicating about half his time. He also serves in the US Army Reserves, spends minimal time as Treasurer for the Idaho Jaycee Senate Foundation, and is an employee of American Pacific Mortgage, where he teaches classes on reverse mortgages.

Employment History

Current Registrations

Elevated Capital Advisors, LLC

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Galileo Financial Advisors, LLC

December 2012 - October 2013 · 10 mos

Global Financial Private Capital, LLC

January 2012 - January 2019 · 7 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.