Curran Hart, financial advisor Walnut Creek CA
100 score

Curran Hart

CRD Number: 5548313
Current Firm: Foresters Advisory Services, 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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Company Name Location Dates Years
First Investors Avisory Services, LLC Walnut Creek, CA Aug 2012 - Current 4
First Investors Corporation Walnut Creek, CA Jul 2008 - Current 8
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
Contact Info for Curran B. Hart
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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