JC
CFP · ChFC
JC
CFP · ChFC

John Curran

32 Years of Experience
Sunrise, FL
1 DisclosureBrokerSells Insurance

John Curran is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sunrise, FL, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

13450 W Sunrise Blvd, Suite 240, Sunrise, FL, 33323

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History

Regulatory History (1)
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Customer Dispute
July 2004
Denied
Other Business ActivitiesSells Insurance

John is an agent for health insurance, spending a few hours per week. He also serves on the board of directors for Miami Dade County Public Schools Academy of Finance and teaches continuing education, each taking minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2019 - Present · 6 yrs 10 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
January 2016 - June 2019 · 3 yrs 5 mos
Foresters Financial Services, INC.Broker
January 1994 - June 2019 · 25 yrs 5 mos
State Registrations25 states
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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.