Joshua
Hayes
Curtis Advisory Group, LLC
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About this Advisor
Joshua Hayes is a financial advisor based in Santa Barbara, California, working with Curtis Advisory Group, LLC. Joshua has previously held positions at Tremblay Financial, Curtis Advisory Group, LLC, and Centaurus Financial, Inc. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Joshua is part of Curtis Advisory Group, LLC, which operates out of Santa Barbara, California. The firm has 3 employees and manages assets totaling $418.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Curtis Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curtis Advisory Group, LLC Brokerage Details
$418,691,638
3
444
$942,999
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
- Other
Joshua Hayes Work History
Curtis Advisory Group, LLC
Centaurus Financial, Inc
Tremblay Financial
Disclosures
Please visit the SEC profile of Joshua Hayes 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 Curtis Advisory Group, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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