Curran HartCRD Number: 5548313
Current Firm: Foresters Advisory Services, LLC
Compensation Model: Both
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|First Investors Avisory Services, LLC||Walnut Creek, CA||Aug 2012 - Current||5|
|First Investors Corporation||Walnut Creek, CA||Jul 2008 - Current||9|
|Executive Sports Management||San Jose, CA||Sep 2007 - Oct 2013||6|
|Santa Clara Univ||Santa Clara, CA||Sep 2005 - Jun 2008||2|
|Scu Weight Room Attendant||Santa Clara, CA||Jun 2007 - Sep 2007||< 1|
|Aptimus||San Francisco, CA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Jul 2008|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S26||Investment Company and Variable Contracts Products Principal Examination (IP)||May 2010|
|S7||General Securities Representative Examination (GS)||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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
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