Reagan Curl

NETWORTH FINANCIAL SERVICES

Johns Creek, GA 30097

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CRD#: 3067955

Professional summary

Reagan Curl, AIF®, who also goes by Reagan Conrad Curl, is a registered financial advisor currently at NETWORTH FINANCIAL SERVICES, LLC located in Johns Creek, Georgia.

Reagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Reagan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reagan Conrad Curl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 10/19/2016: NetWorth Financial Services - Tax Prep/Accounting/CPA - Not Investment Related - 11255 Parsons Rd, Suite 200 Johns Creek GA 30097 - Start 09/30/2016 - 20 Hr/Mo; 20 Hour(s) During Securities Trading - NetWorth Financial Services is an RIA providing investment management and financial planning services for a fee as well as tax preparation (formerly approved as Johns Creek Wealth Management). we offer tax preparation services for a fee for service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reagan Curl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 21, 2016 - Present

NETWORTH FINANCIAL SERVICES, LLC

Office #1: 11255 Parsons Road Suite 200, Johns Creek, GA 30097

RIA

CRD#: 126666

Johns Creek, GA

Past

March 7, 2017 - December 31, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

JOHNS CREEK, GA

Past

September 22, 2014 - February 2, 2017

IFG ADVISORY, LLC

RIA

CRD#: 168012

JOHNS CREEK, GA

Past

March 30, 2010 - October 29, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

JOHNS CREEK, GA

Past

March 19, 2010 - August 19, 2019

LPL FINANCIAL LLC

CRD#: 6413

JOHNS CREEK, GA

Past

January 12, 2010 - March 29, 2010

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

July 30, 2009 - October 15, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

January 29, 2007 - October 15, 2009

MML DISTRIBUTORS, LLC

CRD#: 38030

SPRINGFIELD, MA

Past

August 12, 2002 - January 23, 2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

July 26, 2001 - April 23, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

April 26, 2000 - April 6, 2001

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NETWORTH FINANCIAL SERVICES, LLC

CRD#: 126666 / SEC#: 801-132858

RIA

Registered Investment Advisory firm - (5/27/2025 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(9/21/2016)

IAR

Texas
(9/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/21/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/28/2012

General Securities Principal Examination

Current Firm

NETWORTH FINANCIAL SERVICES, LLC

CRD#: 126666 / SEC#: 801-132858

RIA

Registered Investment Advisory firm - (5/27/2025 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2025 Terminated)

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Contact information

Main Address

11255 Parsons Road Suite 200, Johns Creek, GA 30097

Mailing Address

Phone number

(678) 319-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NETWORTH FINANCIAL SERVICES BROCHURE & SUPPLEMENTS (4/25/2025)

Regulatory assets under management

Total Number of Accounts	332
AUM (Assets Under Management)	$ 121,815,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Reagan Curl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reagan Curl's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

IFG ADVISORY, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MIDAMERICA FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML DISTRIBUTORS, LLC

ALLIANZ LIFE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

GPC SECURITIES, INC.

Primary Firm SEC Registration

NETWORTH FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2010

Series 63

Date: 5/16/2000

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2010

Series 6

Date: 1/21/2000

Series 24

Date: 11/28/2012

Current Firm

NETWORTH FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NETWORTH FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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