Thomas Curran
Thomas Curran is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is a board member and finance/investment committee member for Ben's Ranch Foundation, a non-profit organization, since 2020. He spends a few hours per week on this activity, focusing on growth strategies, fundraising, and finance committee duties.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
Hamilton Investments, INC.Broker
Lehman Brothers INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.