Curran Financial Partners, LLC
Curran Financial Partners, LLC (CRD# 281524) is a financial advisory firm headquartered in Dripping Springs, TX. They manage $5,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$166,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Curran (CRD# 1795637) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 8 years of experience in the finance industry. Susan Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Curran (CRD# 6144849) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 5 years of experience in the finance industry.