Currey Financial Consulting

Currey Financial Consulting (CRD# 111569) is a financial advisory firm headquartered in , . They manage $19,249,990 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $377,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

MD

Financial Advisors at Currey Financial Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Patricia L. Currey
CRD#: 4476896
Edgewater, MD
90
Wealthminder
score

Patricia Currey (CRD# 4476896) is an Investment Advisor Representative working at Currey Financial Consulting in Edgewater, MD and has 1 year of experience in the finance industry. Patricia Currey 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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