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Curtis Mark Simmons

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Curtis works as a staff CPA at Sutton & Simmons PLLC, preparing tax returns, financial statements, and providing consulting services. This activity, which started in 2012, takes up about half of Curtis's time.

Employment History
Current Registrations
Dynamic
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Avantax Advisory Services
February 2019 - September 2020 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
October 2017 - September 2020 · 2 yrs 11 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Curtis Mark Simmons - Financial Advisor | TrueAdvisor