Karen
Curran

Commonwealth Financial Network

CRD#4937730
Investment Advisor
in Hadley, MA

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About this Advisor

Karen Curran is a certified financial planner who works out of Hadley, Massachusetts with 4 years of relevant experience. Curran works at Commonwealth Financial Network. The advisor has gained experience at Lpl Financial, Bolton Global Capital, Bolton Global Asset Management, Curran And Keegan Financial and Commonwealth Financial Network. Curran holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Commonwealth Financial Network is an advisory business that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It has $146 billion in total assets between its 585,629 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. Commonwealth Financial Network performs 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, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

104 Middle Street
Hadley, MA 01035

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

MA Average: $16,012,751,954
Total Number of Employees

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Karen Curran Work History

Karen has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Curran And Keegan Financial

2019 - Present (5 years)

Commonwealth Financial Network

2014 - 2019 (5 years)

Bolton Global Capital

2014 - 2019 (5 years)

Bolton Global Asset Management

2009 - 2014 (5 years)

Lpl Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Karen Curran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Kelly Conner Haslbeck
Fairfax, VA
Alejandro Biagiotti
Bedford, NH
Gabor Nagy
Mendham, NJ
Richard Carlquist
San Diego, CA
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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