Gregory McCurry, financial advisor Flower Mound TX

Gregory McCurry

CRD Number: 4478438
Current Firm: On Investment Management Co

Gregory McCurry (CRD# 4478438) is an Investment Advisor Representative working at On Investment Management Co in Flower Mound, TX and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ohio National Financial Services Cincinnati, OH Aug 2017 - Current 2
The O.n. Equity Sales Company Cincinnati, OH Aug 2017 - Current 2
Mccurry Insurance Agency LLC Plano, TX Mar 2007 - Current 12
Money Matters With Ken Moraif Plano, TX May 2016 - Nov 2016 < 1
Eagle Strategies LLC Plano, TX Aug 2015 - May 2016 < 1
Nylife Securities LLC Dallas, TX Apr 2015 - May 2016 1
New York Life Insurance Company Dallas, TX Mar 2015 - May 2016 1
Mccurry Insurance Agency LLC Prosper, TX Mar 2007 - Nov 2015 8
Metlife Securities Inc. Dallas, TX Mar 2010 - Mar 2015 5
New York Life Dallas, TX Nov 2001 - Mar 2010 8
Nylife Securities Inc. Dallas, TX Nov 2001 - Mar 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Gregory O. McCurry
Phone Number: 855-262-0913
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,463
    MILLIONS
  • Total Number of Accounts
    10,580
    ACCOUNTS
  • Average Account Value
    $138,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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