Featured Business Financial Advisor in Jupiter, FL
Jupiter Financial Advisors
Asset Advisory Services,Inc
2141 Alt. Aia South, Suite # 400
Jupiter, FL 33477
Phone Number
“CRAFTING FINANCIAL SOLUTIONS WITH INSIGHT AND INTEGRITY”
Advisor Profile
CURTIS FRANCISCO, CFP, AIF
Name:  CURTIS FRANCISCO, CFP, AIF
Website:  Visit Website
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This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser.

Asset Advisory Services, Inc 2141 Alternate A1A South, Suite 400, Jupiter, FL 33477 | P: 561.747.9550

About Asset Advisory Services,Inc

Curtis S. Francisco, CFP®, AIF®, gives you a different way to invest. He calls it relationship investing. Curt takes the time to get to know you so he can assist you in pursuing your goals. With a background in statistical psychology, his natural inclination is to help you understand the relationship between your money and your life. This is one of the aspects that sets Curt apart when it comes to financial planning. Great confidence and trust come from knowing your investments are being looked after by someone who truly understands what you're all about.

Asset Advisory Services offers a complete range of financial planning services:

Retirement Income Planning Estate Planning Budgeting and Cash Flow Analysis Investment Tax Analysis Education Planning Portfolio Analysis Investment Analysis

Since 1981, Curt has managed money prudently, allocating assets across equity and fixed income investments to help reduce client's exposure to taxes and market risk. Having many established relationships in the community, Curt works cooperatively with client's attorneys and CPAs. He believes that professional wealth management can truly make a difference in a client's life no matter what stage they are in: individuals thinking about retirement, women going through a divorce or the loss of a spouse, couples saving for their children's college education, or those already in retirement.
 

General Information

CRD#:    728917
Firm CRD#:    8032
Insurance License#:    FL lic #A088772
Name of Broker/Dealer:    COMMONWEALTH FINANCIAL NETWORK
Name of Custodial Firm:    SEI PRIVATE TRUST AND NATIONAL FINANCIAL SERVICES
States Licensed in:    AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI.
States Willing to do Business in:   
Years of Experience in Financial Services:    39
Number of Years with Current Firm:    28
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Mutual Funds, Commodities
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Video Conference, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 24, Series 7, Series 63
Insurance and Annuity Licenses:    Health, Variable Annuity, Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    512
Firm's Number of Planning Clients:    200
Firm's Number of Managed Clients:    200
Assets Managed by Firm:    $196,000,000
Assets Managed by Advisor:    $196,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    100K and up
Compensation Methods:    Based on Assets
 
 
 
Prepared By: CURTIS FRANCISCO, CFP, AIF

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