Mccurdy Bennett (CRD# 7383776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 2 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors | Watkinsville, GA | Apr 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Watkinsville, GA | Aug 2021 - Current | 2 |
| The Avenue Wealth Management, LLC | Atlanta, GA | Jun 2021 - Current | 2 |
| Western Carolina University | Cullowhee, NC | Aug 2017 - Jul 2021 | 3 |
| Mb Landscaping | Gainesville, GA | Mar 2020 - Aug 2020 | < 1 |
| Skiers Marine Atlanta | Gainesville, GA | May 2019 - Sep 2019 | < 1 |
| Bgw Dental Group | Gainesville, GA | Aug 2016 - Jun 2017 | < 1 |
| North Hall High School | Gainesville, GA | Aug 2013 - May 2017 | 3 |
| T4 Farms | Cleveland, GA | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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