Curtis Adam Burch
Investment adviser representative at Destiny Capital Corporation
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$382.2MFirm 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
Experience
13 years in the industry.
- Destiny Capital CorporationJun 2022 to now
- Briaud Financial AdvisorsApr 2013 to Jun 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Destiny Capital Corporation
$382.2MAssets managed
260Clients
7Advisers
37 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
- 6906199
- Firm CRD
- 111196