Patricia L. Currey
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patricia L. Currey, CFP®, who also goes by Patricia Lou Alm, Patricia Lou Potter, was a registered financial professional .
Patricia is a previously registered financial professional and started their career in finance in 2006. Patricia had worked at 1 firm .
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1999
Experience
June 20, 2014 - November 10, 2023
CURREY FINANCIAL CONSULTING
September 12, 2006 - November 11, 2013
CURREY FINANCIAL CONSULTING
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CURREY FINANCIAL CONSULTING
CRD#: 111569 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 16,093,279 |
Red Flags
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