CA
CFP
CA
CFP

Curtis Arney

9 Years of Experience
Roanoke, VA
Broker

Curtis Arney is a CFP-designated registered investment advisor, based in Roanoke, VA, with 9 years of industry experience.

Location

10 Franklin Rd, Se, Ste 500, Roanoke, VA, 24011

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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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Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
December 2016 - February 2021 · 4 yrs 2 mos
Bb&t Securities, LLCBroker
November 2016 - February 2021 · 4 yrs 3 mos
State Registrations32 states
AKALARCACOCTDCFLGAHIILKSKYMAMDMEMIMSMTNCNJNVNYOHPASCTNTXUTVAVTWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Curtis Arney - Financial Advisor | TrueAdvisor