Leslie CurranCRD Number: 6321240
Current Firm: Newbridge Financial Services Group, Inc.
Leslie Curran (CRD# 6321240) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Sea Girt, NJ and has over 7 years of experience in the finance industry.
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Newbridge Securities Corporation||Sea Girt, NJ||Oct 2021 - Current||< 1|
|Newbridge Financial Services Group Inc.||Sea Girt, NJ||Oct 2021 - Current||< 1|
|Lpl Financial, LLC||San Diego, CA||Jan 2021 - Sep 2021||< 1|
|Regal Securities||Glenview, IL||Mar 2018 - Jan 2021||2|
|Regal Advisory Services||Glenview, IL||Mar 2018 - Jan 2021||2|
|Buckman Buckman And Reid||Little Silver, NJ||Nov 2015 - Mar 2018||2|
|Unemployed||Fairhaven, NJ||Sep 2014 - Nov 2015||1|
|Edward Jones||St Louis, MO||Apr 2014 - Sep 2014||< 1|
|Unemployed||Fair Haven, NJ||Aug 2013 - Apr 2014||< 1|
|Rumson Fair Haven Run||Rumson, NJ||Aug 2003 - Aug 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management333MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$267,100
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, 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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