Corina McCurdy, financial advisor Burnsville MN
76 score

Corina McCurdy

CRD Number: 5894443
Current Firm: Wealth Enhancement Advisory Services, LLC

Corina McCurdy (CRD# 5894443) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burnsville, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Sep 2015 - Current 1
Lpl Financial LLC Plymouth, MN Sep 2015 - Current 1
Unemployed Farmington, MN Apr 2015 - Sep 2015 < 1
All Star Financial Minneapolis, MN Jan 2015 - Apr 2015 < 1
Ameriprise Financial Services, Inc. Apple Valley, MN Mar 2011 - Jan 2015 3
Unemployed Farmington, MN Sep 2009 - Mar 2011 1
Huber Universal Services Burnsville, MN May 2007 - Sep 2009 2
Unemployed Farmington, MN Mar 2007 - May 2007 < 1
Cartridge World Midwest Apple Valley, MN Aug 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Corina J. McCurdy
Phone Number: 763-417-1700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    3,825
    MILLIONS
  • Total Number of Accounts
    24,591
    ACCOUNTS
  • Average Account Value
    $155,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
76

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