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Curtis Mark Burkholder

BARE FINANCIAL SERVICES INC.·GAP, Pennsylvania
SIE, Series 7, Series 24, Series 66Clean record12 years registeredBARE FINANCIAL SERVICES INC.
835 HOUSTON RUN DRIVE, GAP, PA 17527CRD# 4979988Firm CRD# 328043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis Mark Burkholder · GAP, PA
Registration
CRD #4979988 · BARE FINANCIAL SERVICES INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

BARE WEALTH ADVISORS
Oct 2023 – present
SECURITIES AMERICA ADVISORS, INC.
Mar 2014 – May 2024
ATGLEN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 26, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARE FINANCIAL SERVICES INC.
CRD 328043 · SEC 801-128789
AUM
$222M
Regulatory assets under management
Employees
16
898 client accounts
Services offered by BARE FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARE FINANCIAL SERVICES INC. →
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05

Frequently Asked Questions

What services does Curtis Mark Burkholder offer?
Curtis Mark Burkholder specializes in Financial Planning, Investment Management. Contact their office in GAP, Pennsylvania for a consultation.
What are Curtis Mark Burkholder's credentials?
Curtis Mark Burkholder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Mark Burkholder located?
Curtis Mark Burkholder is based in GAP, Pennsylvania, working with BARE FINANCIAL SERVICES INC.. Their office serves clients in the GAP metropolitan area and surrounding communities.
How does Curtis Mark Burkholder charge for services?
Curtis Mark Burkholder's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARE FINANCIAL SERVICES INC.?
BARE FINANCIAL SERVICES INC. has approximately 16 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARE FINANCIAL SERVICES INC.

Ronald Dean Bare
GAP, PA
CFP

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