CB
Curtis M. Burkholder
BARE WEALTH ADVISORS
Gap, PA 17527
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CRD#: 4979988
CB
Professional summary
Curtis Mark Burkholder is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Curtis has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DBA: Bare Wealth Advisors Insurance Agent Position: employee Nature: Insurance licensed and assist with insurance sales. Investment Related: 0 Hours: 5 Securities Trading Hours: 5 State Date: 11/30/06 Address:835 Houston Run Dr. STE 260, Gap, PA 17527 SAA Position: Advisory Nature: Advisory Licenses Investment Related: Yes 0 Hours: 30 Securities Trading Hours: 10 Start Date 3/26/14 Address:835 Houston Run Dr. STE 260, Gap, PA 17527 CHURCH VOLUNTEER POSITION: Volunteer NATURE: Volunteer at Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2021 ADDRESS: 2384 New Holland Pike, Lancaster PA 17601 DESCRIPTION: Lead small group discussions; volunteer with various other activities GIVING COMMITTEE POSITION: Volunteer NATURE: Giving committee to help determine where to give funds as giving dollars have increased. Will help consider/evaluate organizations to give to INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2022 ADDRESS: 835 Houston Run Dr, Ste 260, Gap PA 17527 DESCRIPTION: Meet with client and 2 other giving team members quarterly and help client decide where to give funds; provide sounding board for giving ideas YWAM LANCASTER BOARD POSITION: Board Member NATURE: Serve on governance board of YWAM Lancaster INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2022 ADDRESS: 1932 W. Main St, Ephrata PA 17522 DESCRIPTION: Attend board meetings and provide input to decision making BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment advisor representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Dr., Ste 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisory advice. Review advisory accounts and provide recommendations on advisory accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Mark Burkholder's 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®
NoneExperience
Current
October 16, 2023 - Present
BARE WEALTH ADVISORS
Office #1: 835 Houston Run Drive Suite 260, Gap, PA 17527RIA
CRD#: 328043
Gap, PA
Past
March 26, 2014 - May 31, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATGLEN, PA
Past
January 25, 2007 - May 31, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GAP, PA
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".
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)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
Pennsylvania(10/16/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Houston Run Drive Suite 260, Gap, PA 17527
Mailing Address
Phone number
(717) 407-5200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,283 |
| AUM (Assets Under Management) | $ 509,336,137 |
Red Flags
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Company Information
BARE WEALTH ADVISORS
CRD#: 328043Gap, PA 17527TRUST BUT VERIFY
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