Rupert Charles Curry
Investment adviser representative at Certified Advisory Corp
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Fortune Financial ServicesJul 2023 to now
- Certified Advisory CorpAug 2021 to now
- Certified Insurance CorpAug 2021 to now
- Curry Investment Management, LLCSep 2020 to now
- Timberland of OrlandoSep 1999 to now
- National Asset ManagementDec 2020 to Jul 2021
- National Securities CorporationDec 2020 to Jul 2021
- Charles Schwab & Co., IncMar 2014 to Aug 2020
- Charles Schwab BankMar 2014 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 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
- 2893627
- Firm CRD
- 120990