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

  1. Wealth Advisor

    LPL Financial

    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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Brett Curran — Wealth Advisor at LPL Financial in Irvine, CA, US | Unifers