Curran Financial Partners, LLC

Curran Financial Partners, LLC (CRD# 281524) is a financial advisory firm headquartered in Dripping Springs, TX. They manage $3,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $116,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

TX

Financial Advisors at Curran Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan O. Curran
CRD#: 1795637
612 W. Us Highway 290, Dripping Springs, TX 78620
96
Wealthminder
score

Susan Curran (CRD# 1795637) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 7 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.

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