Randy Kurtz is a CFP-designated registered investment advisor at Moneypacer, based in Tampa, FL, with 17 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randy's business, Betavisor (also known as Datadriven Advisor), sells presentations, model portfolios, and financial applications to financial advisors. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Moneypacer
Upper Left Wealth Management, LLC
Previous Registrations
Datadriven Advisor, LLC
Upper Left Wealth Management, LLC
Supernova Asset Strategies
Betafrontier
State Registrations2 states
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