W.
Curzon

Lpl Financial LLC

CRD#2184099
Investment Advisor
in Rogers, AR

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About this Advisor

W. Curzon is a certified financial planner working out of Rogers, Arkansas who has 4 years of industry experience. Curzon is on the advisory team at Lpl Financial LLC. Over the course of their career, Curzon has held roles at Simmons First Investment Group, Inc, Lpl Financial LLC and Simmons Bank. Curzon has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arkansas and Texas. Lpl Financial LLC is a firm based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets across its 1,688,501 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on the financial services provided. However, fee types charged by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3975 W. New Hope Road
Rogers, AR 72758

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

AR Average: $646,059,043
Total Number of Employees

31,366

AR Average: 13
Total Number of Accounts

1,688,501

AR Average: 661
Average Account Size

$217,956

AR Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

W. Curzon Work History

W. has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2019 - Present (5 years)

Simmons Bank

2019 - 2019 (< 1 year)

Simmons First Investment Group, Inc

2003 - 2019 (16 years)

Simmons First Investment Group, Inc

*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 W. Curzon 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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.

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