Trey Damon Curtis
Investment adviser representative at Argent Advisors, Inc.
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Argent Trust CompanyOct 2011 to now
- Argent Advisors, Inc.Sep 2011 to now
- LPL FinancialSep 2011 to now
- Citivan OrganizationNov 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Argent Advisors, Inc.
$1.7BAssets managed
1,499Clients
11Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2850148
- Firm CRD
- 112028