Curtis Wiggins
Investment adviser representative at LPL Financial LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
29 years in the industry.
- LPL Financial LLCSep 2021 to now
- Cetera Investment Advisers LLCJun 2019 to Sep 2021
- Cetera Investment Services LLCJun 2019 to Sep 2021
- Icb-ameritas Life InsuranceSep 2018 to May 2019
- Foresters Advisory Services LLCAug 2012 to Jun 2019
- Ccsu Alumni BoardJul 2012 to Jun 2017
- Foresters Financial ServicesJun 1997 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2911512
- Firm CRD
- 6413