Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Curran is a Registered Investment Advisor representative of IEQ Capital, LLC, a firm headquartered in Foster City, CA. Justin has been in the industry since 2021. Justin is registered in the State of California. IEQ Capital, LLC is a firm that provides investment advisory services, including portfolio management for businesses and individuals, as well as financial planning and pension consulting. The firm manages over $23 billion in assets for 1,434 clients, including high-net-worth individuals and charitable organizations. The firm's primary compensation arrangements are fixed fees and a percentage of assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/21/2023 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 12/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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