JC
JC

Josef Cura

8 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$237K average
Assets Under Management
$36.0M
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Location

2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Josef works as an insurance agent for Dunhill Marketing and Insurance since 2017. This takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Qualified Planning
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Qualified Planning
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.