Paul Curran, financial advisor El Campo TX

Paul Curran

CRD Number: 5236647
Current Firm: Raymond James Financial Services Advisors, Inc.

Paul Curran (CRD# 5236647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in El Campo, TX and has over 17 years of experience in the finance industry. Paul 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
Raymond James Financial Services, Inc. El Campo, TX Dec 2016 - Current 7
Raymond James Financial Services Advisors Inc. El Campo, TX Dec 2016 - Current 7
Prosperity Bank El Campo, TX Apr 2014 - Current 9
Prosperity Private Investments El Campo, TX Apr 2014 - Current 9
Cetera Investment Advisers LLC El Campo, TX Apr 2014 - Dec 2016 2
Cetera Investment Services LLC El Campo, TX Apr 2014 - Dec 2016 2
Lpl Financial, LLC El Campo, TX Jul 2011 - Apr 2014 2
Financial Resources Group El Campo, TX Aug 2010 - Apr 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Paul G. Curran
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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