Curtis
Luckman
American Portfolios Advisors, Inc
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About this Advisor
Curtis Luckman is a financial advisor based in Holtsville, New York, working with American Portfolios Advisors, Inc. Curtis has previously held positions at Franklin Insurance Brokerage, LTD and American Portfolios Financial Services, Inc. Curtis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, Georgia, New York, and Pennsylvania. Currently, Curtis is part of American Portfolios Advisors, Inc, which operates out of Holtsville, New York. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Portfolios Advisors, Inc Brokerage Details
$13,083,636,201
700
54,553
$239,833
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Curtis Luckman Work History
American Portfolios Financial Services, Inc
Franklin Insurance Brokerage, LTD
Disclosures
Please visit the SEC profile of Curtis Luckman 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 American Portfolios Advisors, Inc
Holbrook, NY
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Holbrook, NY
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Jacksonville, FL
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