Curtis Pilson
Curtis Pilson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Collinsville, VA, with 37 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4846 Kings Mountain Rd, Collinsville, VA, 24078
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
April 2014Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Curtis is involved with First Investors Consulting Group, offering fixed insurance and financial services, dedicating nearly full-time hours. He also works as an agent selling annuities and long-term care through various insurance companies since 2016, also dedicating nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.