Katherine
Aragon
Curafin Advisors
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About this Advisor
Katherine Aragon is a financial advisor based in Phoenix, Arizona, working with Curafin Advisors. Katherine has previously held positions at Stancorp Investment Advisers, Inc, Standard Retirement Services, Inc, Stancorp Equities, Inc, Empower Retirement, Lockton Companies LLC, Lockton Investment Services, LLC, Lockton Investment Advisors, LLC, Creative Planning, LLC, Tmd Wealth Management LLC, and Curafin Advisors. Katherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Katherine is part of Curafin Advisors, which operates out of Phoenix, Arizona. The firm has 6 employees and manages assets totaling $229.2 million. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Curafin Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Curafin Advisors Brokerage Details
$229,211,703
6
81
$2,829,774
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Katherine Aragon Work History
Curafin Advisors
Tmd Wealth Management LLC
Lockton Companies LLC
Lockton Investment Services, LLC
Creative Planning, LLC
Empower Retierment
Lockton Investment Advisors, LLC
Stancorp Investment Advisers, Inc
Standard Retirement Services, Inc
Stancorp Equities, Inc
Disclosures
Please visit the SEC profile of Katherine Aragon 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 Curafin Advisors
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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