Curtis
Harrell
Advantage Retirement Group
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About this Advisor
Curtis Harrell is a financial advisor based in Fort Myers, Florida, working with Advantage Retirement Group. Curtis has previously held positions at Macke Financial Advisory Group, Palm Beach Atlantic University, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Wells Fargo Advisors Financial Network, LLC, Tounijan Advisory Partners, LLC Dba Advantage Retirement Group, Macke Financial, and Wells Fargo Advisors. Curtis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Curtis is part of Advantage Retirement Group, which operates out of Fort Myers, Florida. The firm has 1 office and 8 employees. The firm manages assets totaling $459.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advantage Retirement Group includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advantage Retirement Group Brokerage Details
$459,031,318
8
1,515
$302,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Curtis Harrell Work History
Tounijan Advisory Partners, LLC Dba Advantage Retirement Group
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Macke Financial Advisory Group
Macke Financial
Palm Beach Atlantic University
Disclosures
Please visit the SEC profile of Curtis Harrell 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 Advantage Retirement Group
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
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