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Curtis Gardiner Packer

B.O.S.S. Retirement Advisors, LLC
8 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
B.O.S.S. Retirement Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
46 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$155K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

3400 N. Ashton Blvd. Ste 190, Lehi, UT, 84043

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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
B.O.S.S. Retirement Advisors, LLC
May 2017 - Present · 8 yrs 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.