CH
CFP
CH
CFP

Curtis Hermann

27 Years of Experience
Portsmouth, NH
Broker

Curtis Hermann is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Portsmouth, NH, with 27 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Harbour Pl Ste 300, Portsmouth, NH, 03801

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
November 1999 - July 2003 · 3 yrs 8 mos
Prudential Securities IncorporatedBroker
September 1999 - July 2003 · 3 yrs 10 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIDILINKYMAMDMEMIMOMTNCNHNJNVNYOHPARISCTNTXUTVAVTWA
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.
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