Curtis J. Pouyer
Professional summary
Curtis Joseph Pouyer, who also goes by Pouyer Joseph Curtis, is a registered financial advisor currently at MONTGOMERY WEALTH MANAGEMENT, LLC located in Montgomery, Texas.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Curtis has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Joseph Pouyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2017 - Present
MONTGOMERY WEALTH MANAGEMENT, LLC
Office #1: 21123 Eva Street #220a, Montgomery, TX 77356Office #2: 123 N. 15th Street, Pagosa Springs, CO 81147February 20, 2015 - December 31, 2016
MONTGOMERY WEALTH MANAGEMENT, LLC
August 1, 2012 - March 9, 2016
OAK RIVER FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2017)
(1/24/2017)
Current Firm
MONTGOMERY WEALTH MANAGEMENT, LLC
CRD#: 173968 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 14,043,295 |
Red Flags
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