Michael Curran, financial advisor Raleigh NC
86 score

Michael Curran

CRD Number: 1230945
Current Firm: Captrust

Michael Curran (CRD# 1230945) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Captrust Financial Advisors Raleigh, NC Aug 2009 - Current 7
Principal Life Insurance Company Raleigh, NC Jul 1998 - Current 18
Princor Financial Services Corporation Raleigh , NC Jun 1984 - Current 32
Principal Financial Group Raleigh, NC Nov 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Aug 1995
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael G. Curran
Phone Number: 919-870-6822
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    173,567
    MILLIONS
  • Total Number of Accounts
    3,747
    ACCOUNTS
  • Average Account Value
    $46,321,716
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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

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BADGES
86

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