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Daniel McCurdy, CFA®, CFP®, ChFC®, CLU®, EA

Daniel.McCurdy@LPL.com
Rocklin, California
(916) 280-0621

McCurdy Financial Solutions - LPL - Logo White

Broker Check Daniel McCurdy Financial Planner

Daniel McCurdy is a registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, registered investment advisor. Strategic Wealth Advisors Group and AWA Wealth Management, LLC are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, GA, NV, OK, OR, WA.

Check the background of Our Firm and Investment Professionals on FINRA’s Broker/Check. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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