James Curran (CRD# 6569802) is an Investment Advisor Representative working at X Advisors, LLC in Bakersfield, CA and has over 8 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xton Financial | Encinitas, CA | Jul 2022 - Current | 1 |
| X Advisors, LLC | Santa Maria, CA | May 2022 - Current | 2 |
| Edward Jones | St.louis, MO | Mar 2019 - May 2022 | 3 |
| Wells Fargo Clearing Services, LLC | Bakersfield, CA | Nov 2016 - Mar 2019 | 2 |
| Wells Fargo Bank, Na | Bakersfield, CA | Mar 2014 - Mar 2019 | 5 |
| Wells Fargo Advisors LLC | Bakersfield, CA | Oct 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management93MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$516,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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