Kyle
Conner
Curran Financial Partners, LLC
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About this Advisor
Kyle Conner is a financial advisor operating out of Charleston, South Carolina with a total of 1 year of industry experience. Conner is an employee of Curran Financial Partners, LLC. Their career trajectory has included roles at Paradise Rental Boats, Georgia Southern University, Farmers Insurance, New York Life Insurance Company, Lambert High School, Nylife Securities LLC, Georgia State University, Curran Financial Partners, LLC, Curran Financial Partners and Various Online E-Commerce Stores. Conner holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in South Carolina. Curran Financial Partners, LLC is a registered investment firm that has its headquarters in Charleston, SC. The investment advisory business has offices in four locations and a total of 11 financial advisors. It manages $319 million in total assets between its 2,769 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 2,769 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a wide range 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 advisory services depend on which service is provided. However, fee types billed by Curran Financial Partners, LLC likely are comprised of some blend 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
Kyle Conner Work History
Kyle has been registered as a financial advisor for 1 years.*
Curran Financial Partners, LLC
Curran Financial Partners
New York Life Insurance Company
Nylife Securities LLC
Georgia State University
Farmers Insurance
Various Online E-Commerce Stores
Georgia Southern University
Paradise Rental Boats
Lambert High School
*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 Kyle Conner 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
Myrtle Beach, 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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