Kurtis Streek is a CFP-designated registered investment advisor, based in Brandon, MS, with 16 years of industry experience. Kurtis is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1363 W Government St, Brandon, MS, 39042
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kurtis operates under the DBA Trustmark Financial Services for his LPL business since 2017. He also acts as a referrer for a financial institution, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cnl Energy Fund Advisors, LLC
Cnl Securities CORP.Broker
State Registrations17 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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