CC
ChFC
CC
ChFC

Carla Curry

20 Years of Experience
Warrensburg, MO
BrokerSells Insurance

Carla Curry is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Warrensburg, MO, with 20 years of industry experience. Carla 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

206 S Holden, Warrensburg, MO, 64093

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carla sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. She also operates under the DBA Murdock Banner Financial Group as a financial advisor and insurance agent, spending about a quarter of her time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
June 2016 - March 2024 · 7 yrs 9 mos
Edward JonesBroker
May 2005 - April 2016 · 10 yrs 11 mos
State Registrations36 states
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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.
Carla Curry - Financial Advisor | TrueAdvisor