RC
CFP
RC
CFP

Rupert Curry

24 Years of Experience
Altamonte Springs, FL
Broker

Rupert Curry is a CFP-designated registered investment advisor, based in Altamonte Springs, FL, with 24 years of industry experience.

Location

1111Douglas Avenue, Altamonte Springs, FL, 32714

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rupert manages Timberland of Orlando, a real estate holding company, and Curry Investment Management, LLC, a business organization, dedicating minimal time to each. He is also an investment advisor representative with Certified Advisory Corp.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
July 2023 - Present · 2 yrs 9 mos
Certified Advisory CORP
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
National Asset Management, INC.
January 2021 - July 2021 · 6 mos
National Securities CorporationBroker
December 2020 - July 2021 · 7 mos
Charles Schwab & CO., INC.
May 2014 - September 2020 · 6 yrs 4 mos
Schwab Private Client Investment Advisory, INC.
February 2012 - May 2014 · 2 yrs 3 mos
Charles Schwab & CO., INC.
January 2012 - March 2012 · 2 mos
Charles Schwab & CO., INC.
March 2010 - December 2011 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
March 2010 - September 2020 · 10 yrs 6 mos
Wells Fargo Advisors, LLC
December 2008 - December 2009 · 1 yr
Wells Fargo Advisors, LLCBroker
December 2008 - December 2009 · 1 yr
Suntrust Investment Services, INC.
October 2003 - October 2008 · 5 yrs
Suntrust Investment Services, INC.Broker
October 2003 - October 2008 · 5 yrs
Raymond James Financial Services
September 2000 - December 2002 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
State Registrations2 states
FLIN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.