Kyle
Conner
Curran Financial Partners, LLC
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About this Advisor
Kyle Conner is a financial advisor based in Charleston, South Carolina, working with Curran Financial Partners, LLC. Kyle has previously held positions 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. Kyle has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Kyle 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
Kyle Conner Work History
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
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
Charleston, SC
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