Drew McCurdy (CRD# 7786003) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Valley Springs, CA and has 1 year of experience in the finance industry.
CRD# 7043198
Tweddell Goldberg Investment Management
CRD# 4148287
Raymond James Financial Services Advisors, Inc.
CRD# 5702027
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Desert Rose Capital Management, Inc. | Meridian, ID | Jul 2023 - Current | < 1 |
| Aspen Creek Financial | Reno, NV | Apr 2018 - Current | 6 |
| Its Conglobal | Stockton, CA | Mar 2006 - Current | 18 |
| Appreciation Financial | Henderson, NV | Apr 2017 - Apr 2018 | 1 |
| Bnsf | Forsyth, MT | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts701ACCOUNTS
-
Average Account Value$167,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DE, FL, ID, KY, LA, NE, NV, OH, OR, TX, UT, WA, WY
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