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Curtis P

CFP®, ChFC®, Series 63

Collinsville, VA

Cetera

Curtis Pilson Jr. is a CFP® and ChFC® with 38 years of industry experience. He has been with Cetera and its affiliate Cetera Advisors LLC since 2013. Outside of his advisory role, he is engaged in fixed insurance sales, including annuities and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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