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Adam Brennen Curran

Curran Financial Partners, LLC

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About Adam Brennen Curran

Adam Curran is a financial advisor registered with Curran Financial Partners, LLC. Adam has been in the financial services industry since 2008 and is also a managing member of B&B Media Group, LLC, a media buying specialist for Curran Financial Partners. Adam is a Certified Financial Planner™ professional. Adam is licensed to offer securities and investment advice in Georgia, North Carolina, and South Carolina.

Firm Information

Adam Curran is currently registered with Curran Financial Partners, LLC. Curran Financial Partners, LLC is an investment advisor headquartered in DANIEL ISLAND, SC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, investment companies, and high-net-worth individuals. They manage approximately $472,730,420 in assets.
Curran Financial Partners, LLC

115 RIVER LANDING DR

DANIEL ISLAND, SC 29492

$472.73M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Curran’s Registration & Firm History

SC

01/13/2016 - Present

Curran Financial Partners, LLC (DANIEL ISLAND SC)

SC

03/05/2008 - 08/26/2013

TRUSTMONT FINANCIAL GROUP, INC. (CHARLESTON SC)

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Licenses & Designations

BOTH

Issued 04/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Brennen Curran.
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