Brett Curran
Wealth Advisor at LPL Financials
- Role
- Wealth Advisor at LPL Financial
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brett Curran
I have been a financial consultant for over 30 years and have enjoyed taking care of my…
Experience
Wealth Advisor
Jun 2025 — Present
Skills
- Project Management
- Customer Service
- Management
- Coaching
- Retirement
- Sales
- Asset Allocation
- Mutual Funds
- 401(K) Retirement Savings Plans
- Asset Management
- Retirement Planning
- Finra
- Series 7
- Portfolio Management
- Time Management
- 401k
- Series 63
- Finance
- Insurance
- Wealth Management
- Equities
- Financial Planning
- Financial Services
- Investments
- Investment Advisory
- Outlook
- Securities
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