Daniel Mccurdy
CFP®, ChFC®, CLU®Professional Summary
Daniel Mccurdy, CFP®, ChFC®, CLU®, who also goes by Daniel Evan Mccurdy, is a registered financial advisor currently at MCCURDY FINANCIAL SOLUTIONS located in Rocklin, California. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Retirement Income Management
- Investment Planning
Other Aliases
Daniel Evan Mccurdy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
DANIEL EVAN MCCURDY | MCCURDY FINANCIAL SOLUTIONS
Contact Information
Main Address
Rocklin, CAMailing Address
6518 Lonetree Blvd Suite 1053, Rocklin, CA 95765Phone Number
(916) 280-0621# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$26,887,847Similar Advisors
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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.
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State Registrations and Notice Filings
(11/14/2023)
(1/23/2024)
(8/5/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mccurdy's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Comprehensive Financial Planning
- Retirement Planning
- Retirement Income Management
- Investment Planning
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