Stephen CurranCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|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|
Total Assets Under Management14MILLIONS
Total Number of Accounts81ACCOUNTS
Average Account Value$177,964
- 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
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