Curtis
Crossland
Origin Investment Advisory LLC
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About this Advisor
Curtis Crossland is a financial advisor based in Phoenix, Arizona, working with Origin Investment Advisory LLC. Curtis has previously held positions at Usaa Financial Advisors, Inc, The Vanguard Group, Inc, Suttle Crossland Wealth Advisors, LLC, and Origin Financial. Curtis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Curtis is part of Origin Investment Advisory LLC, which operates out of Phoenix, Arizona. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Curtis Crossland Work History
Origin Financial
Suttle Crossland Wealth Advisors, LLC
The Vanguard Group, Inc
Usaa Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Curtis Crossland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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