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Curtis H
Series 63, Series 65
Bigfork, MT
Golden State Wealth Management, LLC
Curtis Howard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Golden State Wealth Management since 2020 and has prior experience at LPL Financial and Integrity Wealth Advisors. Outside of advisory work, he is involved in selling fixed insurance products to churches and religious groups. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to construct tailored portfolios.
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