Stephen Curran (CRD# 6144849) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 11 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Curran Financial Partners | Dripping Springs, TX | Sep 2015 - Current | 8 |
| Susan Curran Financial | Dripping Springs, TX | Jan 2012 - Current | 12 |
| 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 |
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$201,011
- 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
TX
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