Chad
Curtis

Independent Financial Group, LLC

CRD#6035941
Investment Advisor
in Woodstock, GA

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About this Advisor

Chad Curtis is a financial advisor based in Woodstock, Georgia, working with Independent Financial Group, LLC. Chad has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, Bankers Life Advisory Services, Inc, Bankers Life Securities, Inc, Strategic Retirement Solutions, LLC, Regal Investment Advisors, LLC, Regulus, LLC, Peachtree Planning Corp, American Senior Benefits, Gradient Securities, LLC, and Independent Financial Group, LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Chad is part of Independent Financial Group, LLC, which operates out of Woodstock, Georgia. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and 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, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Woodstock, GA

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

GA Average: $7,578,581,321
Total Number of Employees

626

GA Average: 43
Total Number of Accounts

30,369

GA Average: 3,727
Average Account Size

$222,295

GA Average: $2,033,427

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

Chad Curtis Work History

2023 - Present (2 years)

Independent Financial Group, LLC

2018 - Present (7 years)

Strategic Retirement Solutions, LLC

2018 - Present (7 years)

American Senior Benefits

2020 - 2023 (3 years)

Gradient Securities, LLC

2019 - 2020 (1 year)

Regal Investment Advisors, LLC

2019 - 2020 (1 year)

Regulus, LLC

2017 - 2018 (1 year)

Bankers Life Advisory Services, Inc

2017 - 2018 (1 year)

Bankers Life Securities, Inc

2012 - 2017 (5 years)

Guardian Life Insurance Company

2012 - 2017 (5 years)

Park Avenue Securities

2012 - 2017 (5 years)

Peachtree Planning Corp

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Disclosures

Please visit the SEC profile of Chad Curtis 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 Independent Financial Group, LLC

Sandra Cohn
San Diego, CA
Ryan Gorski
Santa Maria, CA
Kurt Kennedy
San Luis Obispo, CA
Wojciech Polowy
New Britain, CT
Amy Palmer
San Diego, CA
Grant Prescott
San Juan Capistrano, CA
Ronny Inniger
San Diego, CA
Sean Oconnor
San Diego, 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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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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