Curtis El is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 19 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Regulatory
February 2017Customer Dispute
February 2015Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Curtis is the 100% owner of Randle El Wealth Advisors, LLC, operating as a financial and insurance services provider, and an independent fixed insurance agent. These activities take about a quarter of his time each. Curtis also serves on the board of the Pittsburgh Historic Landmarks Foundation and Endowment Finance Committee and is a volunteer board member for the Greater YMCA of Pittsburgh, dedicating minimal time to each.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Coastal Investment Advisors
Coastal Equities, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations6 states
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.