Curt Michael Spinney

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2010 → Present
  Equity Services Inc.
  Montpelier, VT
• 11/2010 → Present
  National Life Of Vermont
  Sandy Springs, GA
• 11/2010 → 02/2019
  National Financial Services Group
  Sandy Springs, GA

Other Businesses

*CURT MICHAEL SPINNEY, INDEPENDANT INSURANCE REPRESENTATIVE. INV REL. SELLING HEALTH, LIFE, DISABILITY, LTC INS. AGENT. SEPTEMBER 2015. LESS THAN 5 HRS/MO. DURING TRADE HRS. *KENNESAW MOUNTAIN TRAIL CLUB. 900 KENNESAW MOUNTAIN DR, KENNESAW GA. NOT INV REL. MAINTAIN TRAILS, PROVIDE PARK HISTORY. CREW LEADER. SEPTEMBER 2015. 8 HRS/MO. NOT DURING TRADE HRS. *TRUOAK FINANCIAL PARTNERS LLC. 455 WALLIS FARM WAY, MARIETTA, GA, 30064. 02/2026. ONGOING. INV REL. DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS*WALLIS FARM COMMUNITY ASSOCIATION INC, 455 WALLIS FARM WAY, MARIETTA, GA, 30064, NOT INV REL, 2 YEAR TERM, 09/21/2024, HOA BOARD MEMBER, DURING TRD/HRS, 6 HR MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-03

Designations

• Certified Financial Planner

Other Names

• Curt Spinney