SC
Steven R. Curtis
INSIGHT INVESTMENT SOLUTIONS
EUGENE, OR
Some features on this profile are disabled
CRD#: 6130251
SC
Professional summary
Steven R Curtis is a registered financial advisor currently at INSIGHT INVESTMENT SOLUTIONS located in Eugene, Oregon.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Steven has worked at 1 firm and has passed the Series 65 exam.
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.
INSIGHT TAX SOLUTIONS, LLC - OWNER
2191 MONROE ST,EUGENE, OR 97405
NON-INVESTMENT RELATED.
FEDERAL AND STATE TAX PREPARATION FOR INDIVIDUALS, BUSINESSES, TRUSTS, PARTNERSHIPS.
BETWEEN FEBRUARY 1 AND APRIL 15 DEVOTE 160 HOURS PER MONTH. REMAINDER OF YEAR 20 HOURS PER MONTH. ZERO HOURS ARE DEVOTED DURING SECURITIES TRADING HOURS. I HAVE SET TIMES DURING THE WEEK TO SEPARATE INVESTMENT ACTIVITY FROM TAX ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Steven R Curtis'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
November 30, 2012 - Present
INSIGHT INVESTMENT SOLUTIONS
RIA
CRD#: 165889
EUGENE, OR
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
Oregon(11/30/2012)
Current Firm
II
INSIGHT INVESTMENT SOLUTIONS
INSIGHT INVESTMENT SOLUTIONS | INSIGHT INVESTMENT SOLUTIONS, LLC
CRD#: 165889 / SEC#:
Oregon
Registered Investment Advisory firm - (11/26/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2191 Monroe St., Eugene, OR 97405
Mailing Address
Phone number
(541) 255-6404
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 31,532,378 |
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.
