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About this Advisor
Michael Curran is an advisor in Raleigh, North Carolina. Currently an advisor with Captrust, Curran has an impressive 35 years of work experience in the financial advisory industry. Curran maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Curran is registered to work with clients based out of North Carolina. Over the course of their career, Curran has held roles at Captrust Financial Advisors, Principal Financial Group, Princor Financial Services Corporation and Principal Life Insurance Company. Captrust is headquartered in Raleigh, North Carolina, and operates out of 34 additional offices in the nation. Overall, Captrust manages $274 billion in assets throughout 16,305 accounts and retains more than 412 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 9,438 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Captrust offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Curran Work History
Michael has 35 years of experience.
Captrust Financial Advisors
Principal Life Insurance Company
Princor Financial Services Corporation
Principal Financial Group
Michael Curran has disclosures.
Please visit their SEC profile for more details.