Gregory McCurryCRD 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.
Summit Financial Group Inc.
Heritage Financial Planning
Brightscape Investment Centers
|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|
Total Assets Under Management1,463MILLIONS
Total Number of Accounts10,580ACCOUNTS
Average Account Value$138,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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