Christopher
Mcquade
Curran Financial Partners, LLC
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About this Advisor
Christopher Mcquade is a financial advisor operating out of Charleston, South Carolina with 4 years of industry experience. Mcquade works at Curran Financial Partners, LLC. Their career trajectory has included roles at Curran Financial Partners, Allstate, Pruco Securities, LLC, Choice Energy and Healthmarkets. Mcquade maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia, North Carolina and South Carolina. Curran Financial Partners, LLC is a financial advisory firm that has its headquarters in Charleston, SC. It has offices in four locations and a total of 11 employees. It manages $319 million in total assets among its 2,769 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,769 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets. Curran Financial Partners, LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services provided. However, fees billed by Curran Financial Partners, LLC can be comprised of 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
Christopher Mcquade Work History
Christopher has been registered as a financial advisor for 4 years.*
Curran Financial Partners
Allstate
Pruco Securities, LLC
Healthmarkets
Choice Energy
*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 Christopher Mcquade 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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