Second Half Strategies is focused on serving individuals in the second half of life and offering them effective services tailored to their unique needs. Currys staff consists of Theresa Rutz, Operations Manager, and Max Nechitailo, Planning Assistant. Together they help families reduce obstacles so they are able to pursue financial independence and other important goals. For the past 11 years, Curry has counseled clients across a wide range of enterprises and prides himself on serving clients with empathy, honesty, transparency, integrity and respect.
On being an advisor with IAA, he says, I am excited about the resources available to Second Half Strategies and the opportunity to work with a team of knowledgeable advisors. As an independent business owner, I have the freedom to do what is in my clients best interest. Exceptional service comes first, last, and always.
Russo states, Independent Advisor Alliance fosters a dynamic environment for advisors who have a strong drive for success. Todd exemplifies this drive, commitment to his goals and dedication to serving his clients. We are pleased to welcome him into our IAA community of advisors.
About Independent Advisor Alliance:
The Independent Advisor Alliance is powered by the resources of LPL Financial, the nations largest independent broker/dealer.* LPL is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions.
* As reported by Financial Planning magazine, June 1996-2014, based on total revenue.
About Todd Curry:
Todd Curry, MBA, CFP and CRPC holds Series 7 registrations through LPL Financial and Series 66 through IAA. www.2hstrategies.com
Holly Curtis, Relationship Manager, Independent Advisor Alliance www.independentadvisoralliance.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Second Half Strategies are separate entities from LPL Financial.