Unclaimed Profile

Curtis Watson Harrell

TOUNJIAN ADVISORY PARTNERS LLC·FORT MYERS, Florida

SIE, Series 7TO, Series 63, Series 65Clean record8 years registeredTOUNJIAN ADVISORY PARTNERS LLC

8870 DANIELS PARKWAY, FORT MYERS, FL 33912CRD# 6823334Firm CRD# 329635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Watson Harrell · FORT MYERS, FL

Registration

CRD #6823334 · TOUNJIAN ADVISORY PARTNERS LLC · 8 years registered

Brand Profile

Not yet started

Career History

ADVANTAGE WEALTH PARTNERS

May 2024 – present

WELLS FARGO ADVISORS

Dec 2021 – Jun 2024

FORT MYERS, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2021 – Jan 2022

Fort Myers, FL

MACKE FINANCIAL ADVISORY GROUP

Nov 2017 – Mar 2020

FORT MYERS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · November 9, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOUNJIAN ADVISORY PARTNERS LLC

CRD 329635 · SEC 801-129470

AUM

$459M

Regulatory assets under management

Employees

1,515 client accounts

Services offered by TOUNJIAN ADVISORY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOUNJIAN ADVISORY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Curtis Watson Harrell offer?

Curtis Watson Harrell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.

What are Curtis Watson Harrell's credentials?

Curtis Watson Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Watson Harrell located?

Curtis Watson Harrell is based in FORT MYERS, Florida, working with TOUNJIAN ADVISORY PARTNERS LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Curtis Watson Harrell charge for services?

Curtis Watson Harrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOUNJIAN ADVISORY PARTNERS LLC?

TOUNJIAN ADVISORY PARTNERS LLC has approximately 8 employees and manages $459M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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