Charles Mccurdy
Charles Mccurdy is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Louisville, KY, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
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Number of Clients
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Location
2201 High Wickham Place, Louisville, KY, 40245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
State Registrations2 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.
Exams
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