Susan Curran, financial advisor Dripping Springs TX
96 score

Susan Curran

CRD Number: 1795637
Current Firm: Curran Financial Partners, LLC

Susan Curran (CRD# 1795637) 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. Susan Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Curran Financial Partners, LLC Dripping Springs, TX Nov 2015 - Current 2
Susan Curran Financial Dripping Springs, TX Jan 2012 - Current 6
Curran Financial Partners, LLC Dripping Springs, TX Sep 2015 - Nov 2015 < 1
H.d.vest Advisory Services Dripping Springs, TX Feb 2013 - Sep 2015 2
H.d. Vest Investment Services Dripping Srings, TX Dec 2012 - Sep 2015 2
H.d. Vest Insurance Services Dripping Springs, TX Dec 2012 - Sep 2015 2
Foothill Securities Inc. Mountain View, CA Nov 2009 - Dec 2012 3
Homemaker Dripping Springs, TX Apr 2001 - Nov 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
Contact Info for Susan O. Curran
Phone Number: 512-858-0805
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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