JC
JC

John Curran

27 Years of Experience
Arlington, TX
Broker

John Curran is a registered investment advisor at Alight Financial Advisors, LLC, based in Arlington, TX, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
195,957 clients
Average Client Portfolio
$179K average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2501 Ascension Blvd., Apt 101, Arlington, TX, 76006

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Alight Financial Solutions, LLC
February 2023 - Present · 3 yrs 3 mos
Alight Financial Solutions, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2015 - July 2021 · 5 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 2008 - November 2012 · 4 yrs 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1999 - January 2008 · 8 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
August 1997 - December 1998 · 1 yr 4 mos
Chase Securities of Texas, INC.Broker
June 1996 - January 1997 · 7 mos
Fidelity Brokerage Services, INC.Broker
September 1993 - June 1996 · 2 yrs 9 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.