David
Sheaffer
Curran Financial Partners, LLC
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About this Advisor
David Sheaffer is a financial advisor based out of Charleston, South Carolina with a total of 1 year of relevant experience. Sheaffer currently works for Curran Financial Partners, LLC. During their career, Sheaffer has held roles at Putnam Retail Management, Southern Methodist University, Express Printing & Distribution, Inc, Franchise Times Corporation and Curran Financial Partners. Sheaffer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in South Carolina. Curran Financial Partners, LLC is an advisory business that has its headquarters in Charleston, SC. The company has offices in four locations and a total of 11 advisors. It has $319 million in total assets between its 2,769 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,769 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. Curran Financial Partners, LLC offers a diverse array 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. Fees for financial management are based on the financial services provided. However, fees charged by Curran Financial Partners, LLC can consist 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
David Sheaffer Work History
David has been registered as a financial advisor for 1 years.*
Curran Financial Partners
Putnam Retail Management
Express Printing & Distribution, Inc
Franchise Times Corporation
Southern Methodist University
*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 David Sheaffer 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
Myrtle Beach, 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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