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John David Curry

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina
SIE, Series 7, Series 24, Series 53, Series 63Clean recordCAPFINANCIAL PARTNERS, LLC
4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 1575142Firm CRD# 175112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Curry · RALEIGH, NC
Registration
CRD #1575142 · CAPFINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CAPFINANCIAL PARTNERS, LLC
CRD 175112 · SEC 801-62193
AUM
$852.2B
Regulatory assets under management
Employees
1,554
100,603 client accounts
Services offered by CAPFINANCIAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CAPFINANCIAL PARTNERS, LLC →
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Frequently Asked Questions

What services does John David Curry offer?
John David Curry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are John David Curry's credentials?
John David Curry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Curry located?
John David Curry is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does John David Curry charge for services?
John David Curry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPFINANCIAL PARTNERS, LLC?
CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPFINANCIAL PARTNERS, LLC

Robert A Miller
RALEIGH, NC
Wilson Smith Hoyle
RALEIGH, NC
Ann Leddy
RALEIGH, NC
James Fielding Miller
RALEIGH, NC
Denise Mcgee Buchanan
RALEIGH, NC
Benjamin Stuart Goldstein
RALEIGH, NC

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Nearby cities in North Carolina
CHARLOTTE (332)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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