By filling out this Discovery client profile, you are providing your data to Curtis Advisory Group, LLC, a registered investment advisor that serves clients like you. As a matter of practice, our firm does not sell or share your information with any third parties without your express permission. The information you provide will help us get to know you better and allow us to build a one-page view of your financial condition. Once completed, we will reach out to you about how we can help you achieve your goals.
If you have any questions, please contact us at (805) 963-6181.