Curtis Raven
Curtis Raven is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 12 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Tampa, FL
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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
Curtis is a CPA and financial professional at Generations Tax & Wealth Management, dedicating full-time hours to investments, accounting, and bookkeeping. He also owns Raven Law Group PLLC, Raven Marketing Group LLC (merchant service referrals), Raven Insurance Group LLC, and rental properties, and sells fixed insurance products, including health, property, and casualty insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations20 states
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