Curran Hart, financial advisor San Jose CA

Curran Hart

CRD Number: 5548313
Current Firm: Lpl Financial LLC
Compensation Model: Both
Curran Hart (CRD# 5548313) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.
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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial, LLC San Jose, CA Sep 2017 - Current 6
Foresters Advisory Services LLC Walnut Creek, CA Aug 2012 - Aug 2017 5
Foresters Financial Walnut Creek, CA Jul 2011 - Aug 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Curran B. Hart
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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