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Reagan Curl

Investment adviser representative at Networth Financial Services, LLC
10 yearsExperience
2 statesRegistered in
$128.1MFirm assets
1 yearFirm in business

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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

Experience

10 years in the industry.

  1. Networth Financial Services, LLCJul 2016 to now
  2. Berkeley Advisors, Inc.Dec 2019 to Jan 2020
  3. LPL Financial, LLCMar 2010 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Networth Financial Services, LLC

$128.1MAssets managed
107Clients
2Advisers
1 yearIn 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
3067955
Firm CRD
126666
Advisor's SEC record (opens in a new tab)
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