Curtis
Harrison
Decisionpoint Financial, LLC
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About this Advisor
Curtis Harrison is a certified financial planner who works in Mesa, Arizona, who has 5 years of industry experience. Harrison is on the advisory team at Decisionpoint Financial, LLC. The advisor has gained experience at Keeler Thomas, Inc, Arista Wealth Management, LLC, Riverside Country Club, Ruby River Steak House and Decisionpoint Financial, LLC. Harrison maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Arizona, Texas and Washington. Decisionpoint Financial, LLC is a financial advisory business that has its headquarters in Mesa, AZ. The firm has a total of 10 people on staff. It administers $574 million in total assets across its 914 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 914 client accounts, 22% belong to high-net-worth clients who have at least $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Decisionpoint Financial, LLC can consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Decisionpoint Financial, LLC Brokerage Details
$573,924,206
10
914
$627,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Curtis Harrison Work History
Curtis has been registered as a financial advisor for 5 years.*
Decisionpoint Financial, LLC
Arista Wealth Management, LLC
Keeler Thomas, Inc
Riverside Country Club
Ruby River Steak House
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decisionpoint Financial, LLC
Mesa, AZ
Mesa, AZ
Gig Harbor, WA
Mesa, AZ
Mesa, AZ
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
