Katie StaplesCRD Number: 6309829
Current Firm: Curran Financial Partners, LLC
Katie Staples (CRD# 6309829) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 7 years of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Curran Financial Partners||Charleston, SC||Sep 2020 - Current||1|
|Unemployed||East Longmeadow, MA||Oct 2018 - Sep 2020||1|
|Citizens Securities, Inc.||Ludlow, MA||Jan 2018 - Oct 2018||< 1|
|Cco Investment Services||Ludlow, MA||Mar 2014 - Jan 2018||3|
|Citizens Bank||Ludlow, MA||Oct 2009 - Jan 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management168MILLIONS
Total Number of Accounts1,480ACCOUNTS
Average Account Value$113,239
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC, TX, UT
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