David Brandon Given
Investment adviser representative at Curtis Advisory Group, LLC
18 yearsExperience
1 stateRegistered in
$573.7MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Curtis Advisory Group, LLCApr 2023 to now
- Davies Public AffairsOct 2008 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Curtis Advisory Group, LLC
$573.7MAssets managed
157Clients
3Advisers
11 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
- 7735343
- Firm CRD
- 151695