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John David McCurdy

Exchangeright Securities, LLC

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About John David McCurdy

John McCurdy has been in the securities industry since 2002. John is currently registered with Exchangeright Securities, LLC, and is a registered representative of the firm. John has previously held positions with Lowell & Company, Inc., Transamerica Capital, Inc., Concorde Investment Services, LLC, Triad Advisors, Inc., Steadfast Capital Markets Group, LLC, Matrix Capital Group, Inc., Pruco Securities, LLC, and Inland Securities Corporation. John has a Series 7, Series 63 and SIE license.

Firm Information

John McCurdy is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

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.

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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John McCurdy’s Registration & Firm History

CA

01/29/2018 - Present

Exchangeright Securities, LLC (PASADENA CA)

TX

02/15/2017 - 01/29/2018

LOWELL & COMPANY, INC. (LUBBOCK TX)

CO

10/16/2014 - 09/01/2016

TRANSAMERICA CAPITAL, INC. (DENVER CO)

GA

06/24/2014 - 10/27/2014

CONCORDE INVESTMENT SERVICES, LLC (Peachtree City GA)

GA

07/18/2013 - 06/24/2014

TRIAD ADVISORS, INC. (ALPHARETTA GA)

CA

09/15/2011 - 07/31/2013

STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)

NY

01/14/2010 - 03/14/2011

MATRIX CAPITAL GROUP, INC. (NEW YORK NY)

GA

10/26/2007 - 03/10/2008

PRUCO SECURITIES, LLC. (ATLANTA GA)

IL

11/23/2001 - 11/01/2007

INLAND SECURITIES CORPORATION (OAK BROOK IL)

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Licenses & Designations

BC

Issued 12/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David McCurdy.
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