Stephen Curran, financial advisor Dripping Springs TX

Stephen Curran

CRD Number: 6144849
Current Firm: Curran Financial Partners, LLC

Stephen Curran (CRD# 6144849) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Leah Coleman, financial advisor Dripping Springs TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor Dripping Springs TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Raymond Abracosa, financial advisor Dripping Springs TX
Raymond C. Abracosa
CRD# 2219717
Kestra Advisory Services, LLC
Company Name Location Dates Years
Curran Financial Partners Dripping Springs, TX Sep 2015 - Current 6
Susan Curran Financial Dripping Springs, TX Jan 2012 - Current 10
Warrior Class Fitness Dripping Springs, TX Feb 2008 - Nov 2019 11
H.d. Vest Investment Services Dripping Springs, TX Dec 2012 - Sep 2015 2
Mhkkg, LLC Austin, TX Sep 2001 - Nov 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Stephen J. Curran
Phone Number: 512-858-0805
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $177,964
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
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.