Katie Staples, financial advisor Charleston SC

Katie Staples

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Katie J. Staples
Phone Number: (843) 300-1182
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    1,480
    ACCOUNTS
  • Average Account Value
    $113,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NC, SC, TX, UT

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