Trey Damon Curtis, CFP, ChFC, CLU

Overview

Trey Damon Curtis is an insurance agent, a registered representative and an investment adviser representative based in Monroe, LA, with 29 years in the industry.

Years in the industry

29

States licensed

3

States registered

9

Carrier appointments

4

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 9 states

• Life Agent Individual
• Producer
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Argent Advisors, Inc.Current firm
• Lpl FinancialCurrent firm

Employment history since 1997

Carriers

4 active carrier appointments

Book and practice

Firm assets under management on file