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Curtis Vorachek

19 Years of Experience
Springfield, IL
Broker

Curtis Vorachek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, IL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3131 West Wasbash Avenue, Springfield, IL, 62704

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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 Activities

Curtis is a Vice President at Hickory Point Bank & Trust, focusing on trust and investment management, dedicating about half his time to this role. He is also a partner in Twin Oaks Farm, LLP, spending minimal time on annual cash rent activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.
September 2017 - January 2022 · 4 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
September 2017 - January 2022 · 4 yrs 4 mos
Sikich Financial
October 2014 - November 2015 · 1 yr 1 mo
Triad Advisors, INC.Broker
October 2014 - October 2015 · 1 yr
J.P. Morgan Securities LLCBroker
October 2008 - October 2014 · 6 yrs
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J.P. Morgan Securities INC.Broker
January 2008 - October 2008 · 9 mos
J. P. Morgan Securities INC.
January 2008 - October 2008 · 9 mos
Banc One Securities Corporation
July 2002 - April 2006 · 3 yrs 9 mos
Banc One Securities CorporationBroker
June 2002 - April 2006 · 3 yrs 10 mos
Natcity Investments, INC.Broker
March 2002 - May 2002 · 2 mos
State Registrations1 state
IL
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.
Curtis Vorachek - Financial Advisor | TrueAdvisor