Chad Curtis
Chad Curtis is a registered investment advisor at Independent Financial Group, LLC, based in Woodstock, GA, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Woodstock, GA
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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
Chad is involved in several outside business activities, including Strategic Retirement Solutions LLC (insurance sales and agent management, taking nearly full-time), Campus I Station (vending company, minimal time), Cornerstone Brokerage Group (insurance, about half his time), and as an insurance agent. He also uses Keystone Financial Services as a DBA for marketing purposes.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Regal Investment Advisors LLC
Regulus, LLCBroker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.