Joshua
Curran

Raymond James & Associates, Inc

CRD#2288272
Investment Advisor
in Atlanta, GA
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About this Advisor

Joshua Curran is a certified financial planner working out of Atlanta, Georgia, who has been in the industry for 20 years. Curran currently works for Raymond James & Associates, Inc. Throughout their career, Curran has worked at Robert W. Baird & Co. Inc, Morgan Keegan & Company, Inc and Raymond James & Associates, Inc. Curran has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Raymond James & Associates, Inc is a firm operating out of Atlanta, Georgia. The firm has offices in 422 locations and a total of 13,277 people on staff. It administers $143 billion in total assets across its 472,443 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 385 charities and foundations. Of its 472,443 accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules depend on which service is provided. However, fees charged by Raymond James & Associates, Inc most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1100 Abernathy Road Ne Building 500; Suite 1850
Atlanta, GA 30328

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Joshua Curran Work History

Joshua has 20 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2011 - 2013 (2 years)

Morgan Keegan & Company, Inc

1998 - 2011 (13 years)

Robert W. Baird & Co. Inc

Disclosures

Joshua Curran has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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