Kevin Curtis is a CFP-designated registered investment advisor, based in Harrisburg, PA, with 34 years of industry experience.
Location
330 East Park Drive, Harrisburg, PA, 17111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin serves on the board of directors for the Greater Carlisle Chamber of Commerce & Carlisle Business Education Foundation and the Susquehanna Art Museum, dedicating minimal time to each. He also works as an advisor for Summit Trail Advisors, LLC, spending about a quarter of his time providing investment advice.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
State Registrations12 states
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