Carson Robert Curtis

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2017
  Foresters Financial Services
  Walnut Creek, CA
• 05/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 03/2020 → Present
  Ameriprise Financial Service, Llc
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06
• S63 Uniform Securities Agent State Law Examination
  2016-09-26

Other Names

• Carson Curtis
• Carson Robert Curtis