Skip to content

HOME
ABOUT
SERVICES
CONTACT
My Account

Contact

ContactDaniel2023-01-23T15:48:37-08:00

McCurdy Financial Solutions

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

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

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

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

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.

© Copyright 2019 to present | Daniel McCurdy Financial Services | All Rights Reserved