Curran Financial Partners, LLC

Curran Financial Partners, LLC (CRD# 281943) is a financial advisory firm headquartered in Charleston, SC. They manage $34,971,811 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $116,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

SC

Financial Advisors at Curran Financial Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Adam B. Curran
CRD#: 5318690
672 Marina Drive, Suite 207, Charleston, SC 29492
93
Wealthminder
score

Adam Curran (CRD# 5318690) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 9 years of experience in the finance industry.

2
Timothy D. Brown
CRD#: 6802561
672 Marina Drive, Suite 207, Charleston, SC 29492
88
Wealthminder
score

Timothy Brown (CRD# 6802561) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has 1 year of experience in the finance industry.

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