Curtis W. Harrell

ADVANTAGE RETIREMENT GROUP

Fort Myers, FL 33912

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CRD#: 6823334

Professional summary

Curtis Watson Harrell III, who also goes by Curtis Watson Harrell, is a registered financial advisor currently at ADVANTAGE RETIREMENT GROUP located in Fort Myers, Florida.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Curtis has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curtis Watson Harrell

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) Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Watson Harrell III'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®

None

Experience

Current

May 18, 2024 - Present

ADVANTAGE RETIREMENT GROUP

Office #1: 8870 Daniels Parkway, Fort Myers, FL 33912

RIA

CRD#: 329635

Fort Myers, FL

Past

December 12, 2021 - June 4, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

FORT MYERS, FL

Past

December 10, 2021 - June 4, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

FORT MYERS, FL

Past

January 20, 2021 - January 3, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Fort Myers, FL

Past

January 23, 2020 - December 21, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BOKEELIA, FL

Past

November 9, 2017 - March 4, 2020

MACKE FINANCIAL ADVISORY GROUP

RIA

CRD#: 111318

FORT MYERS, FL

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".

ADVANTAGE RETIREMENT GROUP

ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR

CRD#: 329635 / SEC#: 801-129470

RIA

Registered Investment Advisory firm - (2/8/2024 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

Florida
(5/18/2024)

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

Series 63

Date: 2/14/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/4/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/23/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/3/2019

Securities Industry Essentials Examination

Current Firm

ADVANTAGE RETIREMENT GROUP

ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR

CRD#: 329635 / SEC#: 801-129470

RIA

Registered Investment Advisory firm - (2/8/2024 Approved)

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Contact information

Main Address

8870 Daniels Parkway, Fort Myers, FL 33912

Mailing Address

Phone number

(239) 561-1155

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVANTAGE RETIREMENT GROUP DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,631
AUM (Assets Under Management)	$ 518,345,692

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

Curtis W. Harrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Watson Harrell III's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MACKE FINANCIAL ADVISORY GROUP

Primary Firm SEC Registration

ADVANTAGE RETIREMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 2/14/2020

Series 65

Date: 8/4/2017

Series 7TO

Date: 1/23/2020

SIE

Date: 12/3/2019

Current Firm

ADVANTAGE RETIREMENT GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANTAGE RETIREMENT GROUP

TRUST BUT VERIFY

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