Joseph
Iafelice
Curran Financial Partners, LLC
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About this Advisor
Joseph Iafelice is a financial advisor based in Charleston, South Carolina, working with Curran Financial Partners, LLC. Joseph has previously held positions at Northwestern Mutual Investment Services LLC, Classic Cadillac, Otterbein University, Curran Financial Partners, LLC, Prince & Izant Company, Saw Service & Supply, Inc, and Heidelberg Distributing. Joseph has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Joseph is part of Curran Financial Partners, LLC, which operates out of Charleston, South Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $472.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Curran Financial Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curran Financial Partners, LLC Brokerage Details
$472,730,420
10
3,230
$146,356
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
Joseph Iafelice Work History
Curran Financial Partners, LLC
Saw Service & Supply, Inc
Prince & Izant Company
Heidelberg Distributing
Northwestern Mutual Investment Services LLC
Classic Cadillac
Otterbein University
Disclosures
Please visit the SEC profile of Joseph Iafelice 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
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