Nancy Curtin
Nancy Curtin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Delray Beach, FL, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
301 W. Atlantic Ave Suite 0-6, [Satellite], Delray Beach, FL, 33444
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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 ActivitiesSells Insurance
Nancy sells fixed insurance under KBK Wealth Management, LLC, and is the sole member of SmartFuture, LLC, created for insurance trails. Both activities are investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations16 states
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