CC
CFP
CC
CFP

Curt Coulombe

33 Years of Experience
Atlanta, GA
BrokerSells Insurance

Curt Coulombe is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 33 years of industry experience. Curt 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2120 Powers Ferry Rd, Suite 200, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Curt sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating full-time hours to this activity. He also works full-time as a financial professional for Elliott and Associates Wealth Advisors, Inc. and owns Flint River Financial Advisors, dedicating significant time to financial and insurance services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2018 - March 2024 · 6 yrs 1 mo
Invest Financial Corporation
February 2007 - February 2018 · 11 yrs
Invest Financial CorporationBroker
February 2007 - February 2018 · 11 yrs
AXA Advisors, LLC
October 2003 - February 2007 · 3 yrs 4 mos
AXA Advisors, LLCBroker
January 1993 - February 2007 · 14 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
January 1993 - January 2000 · 7 yrs
State Registrations15 states
ALAZCACOFLGAHILAMAMONCNYSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.