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Curtis Watson Harrell

TOUNJIAN ADVISORY PARTNERS LLC·FORT MYERS, Florida
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8870 DANIELS PARKWAY, FORT MYERS, FL 33912CRD# 6823334Firm CRD# 329635
01

About

Curtis Watson Harrell is a registered financial advisor based in FORT MYERS, Florida, affiliated with TOUNJIAN ADVISORY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOUNJIAN ADVISORY PARTNERS LLC
ADVANTAGE RETIREMENT GROUP
AUM
$459M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TOUNJIAN ADVISORY PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6823334
Firm CRD# 329635
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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