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Curtis John Harrison

DECISIONPOINT FINANCIAL, LLC·MESA, Arizona
Series 65Clean record11 years registeredDECISIONPOINT FINANCIAL, LLC
2812 NORTH NORWALK, MESA, AZ 85215CRD# 6308250Firm CRD# 296988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis John Harrison · MESA, AZ
Registration
CRD #6308250 · DECISIONPOINT FINANCIAL, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

DECISIONPOINT FINANCIAL, LLC
Jun 2018 – present
ARISTA WEALTH MANAGEMENT, LLC
Apr 2015 – Sep 2018
Mesa, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 10, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DECISIONPOINT FINANCIAL, LLC
CRD 296988 · SEC 801-113384
AUM
$689M
Regulatory assets under management
Employees
9
920 client accounts
Services offered by DECISIONPOINT FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DECISIONPOINT FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Curtis John Harrison offer?
Curtis John Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.
What are Curtis John Harrison's credentials?
Curtis John Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis John Harrison located?
Curtis John Harrison is based in MESA, Arizona, working with DECISIONPOINT FINANCIAL, LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Curtis John Harrison charge for services?
Curtis John Harrison's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECISIONPOINT FINANCIAL, LLC?
DECISIONPOINT FINANCIAL, LLC has approximately 9 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DECISIONPOINT FINANCIAL, LLC

Scott Jamison Johnson
MESA, AZ
Matthew Judson Daley
MESA, AZ

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