Susan O. Curran
Professional summary
Susan Obrien Curran, CFP®, who also goes by Susan O Curran, is a registered financial advisor currently at CURRAN FINANCIAL PARTNERS, LLC located in Dripping Springs, Texas.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Susan has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Obrien Curran's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
September 30, 2015 - Present
CURRAN FINANCIAL PARTNERS, LLC
Office #1: 612 W. Us Highway 290, Dripping Springs, TX 78620February 7, 2013 - September 30, 2015
AVANTAX ADVISORY SERVICES
December 13, 2012 - September 30, 2015
AVANTAX INVESTMENT SERVICES, INC.
November 24, 2009 - December 31, 2012
FOOTHILL SECURITIES, INC.
March 7, 1997 - May 7, 2001
KESTRA INVESTMENT SERVICES, LLC
July 25, 1996 - June 18, 1997
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2015)
Exams
Current Firm
CURRAN FINANCIAL PARTNERS, LLC
CRD#: 281524 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 20,498,226 |
Red Flags
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Company Information
CURRAN FINANCIAL PARTNERS, LLC
CRD#: 281524Dripping Springs, TX 78620TRUST BUT VERIFY
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