Curtis Watson Harrell
Investment adviser representative at Advantage Wealth Partners
11 yearsExperience
1 stateRegistered in
$675.5MFirm assets
2 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Advantage Wealth PartnersJan 2025 to now
- Tounjian Advisory Partners, LLC dba Advantage Retirement GroupSep 2024 to now
- National Benefit Legacy dba Advantage Retirement GroupMay 2024 to now
- Tounijan Advisory Partners, LLC dba Advantage Retirement GroupMay 2024 to Sep 2024
- Wells Fargo AdvisorsDec 2021 to May 2024
- Wells Fargo Advisors Financial Network, LLCDec 2021 to May 2024
- Raymond James Financial Services Advisors, Inc.Jan 2021 to Dec 2021
- Raymond James Financial Services, Inc.Jan 2020 to Dec 2021
- Macke Financial Advisory GroupNov 2017 to Mar 2020
- Macke FinancialJun 2016 to Oct 2019
- Palm Beach Atlantic UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advantage Wealth Partners
Legal name: Tounjian Advisory Partners LLC
$675.5MAssets managed
583Clients
5Advisers
2 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
- 6823334
- Firm CRD
- 329635