Dennis McCurdy (CRD# 1816265) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has over 35 years of experience in the finance industry. Dennis McCurdy 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.
CRD# 2931681
Lpl Financial LLC
CRD# 4385290
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccurdy Investments, LLC | Sturbridge, MA | Oct 2016 - Current | 7 |
| Find A Way | Sturbridge, MA | Jan 2007 - Current | 17 |
| Dennis A. Mccurdy & Associates | Sturbridge, MA | Jan 1988 - Current | 36 |
| Green Acres Antique Market, LLC | Brimfield, MA | Jul 1986 - Current | 37 |
| Dennis A. Mccurdy Insurancy Agency, Inc. | Sturbridge, MA | Jan 1975 - Current | 49 |
| Commonwealth Financial Network | Sturbridge, MA | Mar 1988 - Dec 2016 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
- MA
-
Total Assets Under Management23MILLIONS
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Total Number of Accounts203ACCOUNTS
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Average Account Value$113,479
- 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
- Other
MA
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