Francis Ferez

Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Colonial Life
  Goose Creek, SC
• 05/2026 → Present
  Curran Financial Partners
  Charleston, SC
• 01/2016 → 05/2020
  Clemson University
  Clemson, SC

Other Businesses

1. Independent contractor for Colonial life 2. Business is not investment related. 3. 172 Wildberry lane, Goose Creek SC, 29445 4. Supplemental Insurance Sales 5. Agent 6. 01/01/2020 7. 10-15 minutes/week, almost entirely outside of trading hours. 8. Occasionally connecting a client with a question to the appropriate contact.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-19