SC
Stephen J. Curran
CURRAN FINANCIAL PARTNERS
Dripping Springs, TX 78620
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CRD#: 6144849
SC
Professional summary
Stephen James Curran, who also goes by Steve Curran, is a registered financial advisor currently at CURRAN FINANCIAL PARTNERS, LLC located in Dripping Springs, Texas.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Stephen has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Curran
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)name of other business: SUSAN CURRAN FINANCIAL whether the business is investment-related: N the address of the other business: 612 W. HWY 290 DRIPPING SPRINGS~TX,78620 the nature of the other business: TAX PREPARATION/ACCOUNTING your position, title, or relationship with the other business: VICE PRESIDENT Start Date of your relationship: 1/2012 the approximate number of hours/month you devote to the other business: 15HRS per month the number of hours you devote to the other business during securities trading hours: 15HRS per month briefly describe your duties relating to the other business: TAX AND ACCOUNTING SERVICES (2)name of the other business: Dripping Springs Columbus Charities whether the business is investment-related: N the address of the other business: 13487 Mesa Verde Dr. Austin TX 78737 the nature of the other business: Charitable Organization your position, title, or relationship with the other business: Board Member the start date of your relationship, 1/1/2020 the approximate number of hours/month you devote to the other business 1 hour per month the number of hours you devote to the other business during securities trading hours 0 briefly describe your duties relating to the other business. Volunteer Board Member (3)name of the other business: Helping Hands Sierra Leone whether the business is investment-related: N the address of the other business: PO Box 537, Dripping Springs TX 78620 the nature of the other business: Charitable Organization your position, title, or relationship with the other business: Registered Agent the start date of your relationship: February 2020 the approximate number of hours/month you devote to the other business <1 PER MONTH the number of hours you devote to the other business during securities trading hours 0 3) Front Line EMS Title: Fireline EMTB Duties: Provide standby Emergency Medical Services to Wildland Fire personnel on Federal wildland fires Mountain Home, ID Sep 2024 This is a contract position as needed. There are no specific hours per month. The intent is to do it as my vacation time in the summer.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen James Curran's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 29, 2016 - Present
CURRAN FINANCIAL PARTNERS, LLC
Office #1: 612 W. Us Highway 290, Dripping Springs, TX 78620RIA
CRD#: 281524
Dripping Springs, TX
Past
February 11, 2013 - September 30, 2015
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DRIPPING SPRINGS, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/29/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CURRAN FINANCIAL PARTNERS, LLC
CURRAN FINANCIAL PARTNERS, LLC
CRD#: 281524 / SEC#:
Texas
Registered Investment Advisory firm - (9/30/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
612 W. Us Highway 290, Dripping Springs, TX 78620
Mailing Address
P.o. Box 537, Dripping Springs, TX 78620
Phone number
(512) 858-0805
Established
Firm type
Fiscal year end
# of Employees
2
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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