John Curran, financial advisor Sunrise FL

John Curran

CRD Number: 2436249
Current Firm: Cetera Investment Advisers LLC

John Curran (CRD# 2436249) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sunrise, FL and has over 29 years of experience in the finance industry. John Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Sunrise, FL Jun 2019 - Current 4
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 4
Chpa Ft Lauderdale, FL Jan 1997 - Current 27
Foresters Advisory Services, LLC Miramar, FL Oct 2015 - Jun 2019 3
Foresters Financial Services Miramar, FL Dec 1993 - Jun 2019 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John R. Curran
Phone Number: 310-257-7880
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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