John Richard Currier
Investment adviser representative at United Brokerage Services Inc
14 yearsExperience
4 statesRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- United Brokerage Services, Inc.Apr 2023 to now
- Patrick Capital Markets, LLCAug 2022 to Mar 2023
- Independent Advisor AllianceJun 2022 to Aug 2022
- LPL Financial LLCJun 2022 to Aug 2022
- IdsquaresAug 2021 to Mar 2023
- Dws Distributors, IncJan 2012 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (GA, NC, SC, WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836047
- Firm CRD
- 39062