Angela
Curtis

Lpl Financial LLC

CRD#2232825
Investment Advisor
in Dayton, OH

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About this Advisor

Angela Curtis is a certified financial planner working in Dayton, Ohio, who has been in the advisory business for 10 years. Curtis works at Lpl Financial LLC. They have been employed by Lpl Financial Llc for all of their career. Curtis has a Series 63 license, certifying them as a securities agent, and is approved to serve investors in Ohio. Lpl Financial LLC is a registered investment company that has its headquarters in Dayton, Ohio. The company has offices in 9,898 locations and a total of 28,744 advisors. It administers $404 billion in assets between its 1,517,995 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a broad range of services, including 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. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

No

Office Location

Dayton, OH

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

OH Average: 13
Total Number of Accounts

1,517,995

OH Average: 661
Average Account Size

$266,257

OH Average: $977,396

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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

Angela Curtis Work History

Angela has 10 years of experience.

2012 - Present (10 years)

Lpl Financial, LLC

Disclosures

Angela Curtis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jeffrey Nist
Buffalo, NY
Michael Leal
Seguin, TX
Matthew Weaver
Newark, CA
Jerry Fischer
East Wenatchee, WA
Charles Mcmakin
Baton Rouge, LA
Michael Valdez
Tampa, FL
John Tarantino
Florham Park, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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