Adam
Curran
Curran Financial Partners, LLC
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About this Advisor
Adam Curran is a certified financial planner operating in Charleston, South Carolina, with a total of 7 years of industry experience. Curran is an advisor for Curran Financial Partners, LLC. Throughout their career, they have worked at Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Curran Financial Partners, LLC, Global Financial Private Capital and B&B Media Group, LLC. Curran holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia, North Carolina and South Carolina. Curran Financial Partners, LLC is an advisory company operating out of Charleston, SC. The firm has offices in four locations and a total of 11 people on staff. It has $319 million in assets under management among its 2,769 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 2,769 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Curran Financial Partners, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services are provided. Fees charged by Curran Financial Partners, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Curran Financial Partners, LLC Brokerage Details
$319,132,326
11
2,769
$115,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Adam Curran Work History
Adam has been registered as a financial advisor for 7 years.*
B&B Media Group, LLC
Curran Financial Partners, LLC
Global Financial Private Capital
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
*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 Adam 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 Curran Financial Partners, LLC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
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.
