B. Curtis Smith, Jr. CFP<sup>&reg;</sup> - Financial Advisor

B. Curtis Smith, Jr. CFP®

ChFC®, CLU

Personal Financial Advisor

Ameriprise Financial Services, LLC

3201 Jermantown Rd, Ste 575
Fairfax, VA 22030
(703) 273-5465

General

B. Curtis Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Fairfax, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: VA,MD,DC,CA,AZ,FL,WA,PA,NC,SC,GA,IA,OH
  • Health/disability insurance: VA,MD,DC,CA,AZ,FL,WA,PA,NC,SC,GA,IA,OH
  • Fixed annuities: VA,MD,DC,CA,AZ,FL,WA,PA,NC,SC,GA,IA,OH
  • Variable annuities: VA,MD,DC,CA,AZ,FL,WA,PA,NC,SC,GA,IA,OH

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Government & Military, Irregular Income, Mutual Funds, Insurance, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes

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