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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Franklin Curley is a financial advisor with Beacon Pointe Advisors, LLC. Sean has been in the financial services industry since 1994. Sean is licensed to provide investment advice in Colorado. Sean has a Series 7, Series 24, Series 63 and Series 65 securities license and is a Certified Financial Planner. Sean has worked for several firms including LPL Financial Corporation and American Express Financial Advisors. Sean is a registered Investment Advisor Representative with Beacon Pointe Advisors, LLC. Sean is also licensed to provide investment advice to individuals, families, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies and pooled investment vehicles. Sean's specializations include retirement planning, college savings, estate planning, tax planning and insurance planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
CA
01/20/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CO
07/31/1997 - 04/07/2010
LPL FINANCIAL CORPORATION (GREENWOOD VILLAGE CO)
MN
02/07/1994 - 08/05/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/07/1994 - 08/05/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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