Profile
Prior to joining Compass in 2008, Mr. McCurdy was a financial advisor with Prudential Financial following 7 years as a Vice President for Inland Securities Corporation.
Mr. McCurdy received his Masters in Management from Georgia State University and a Bachelor of Science in Engineering from North Carolina State University.
He holds Series 7, 63, and a Certified Financial Planner designation.
Former positions of David McCurdy
| Companies | Position | End |
|---|---|---|
Compass Efficient Model Portfolios LLC
 Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Sales & Marketing | 30/06/2011 |
Inland Securities Corp.
 Inland Securities Corp. Investment Banks/BrokersFinance Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | - |
| PRUDENTIAL FINANCIAL, INC. | Corporate Officer/Principal | - |
Training of David McCurdy
| Georgia State University | Graduate Degree |
| North Carolina State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRUDENTIAL FINANCIAL, INC. | Finance |
| Private companies | 2 |
|---|---|
Compass Efficient Model Portfolios LLC
Compass Efficient Model Portfolios LLC Investment ManagersFinance Founded in 1996 by Stephen Hammers and David Moore, Compass Efficient Model Portfolios LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is also known as Compass Advisor Group and Compass EMP. They are affiliated with Compass Advisory Partners, a financial planning firm also located in Brentwood, Tennessee. | Finance |
Inland Securities Corp.
Inland Securities Corp. Investment Banks/BrokersFinance Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
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