Mark McCurry (CRD# 1051014) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 32 years of experience in the finance industry. Mark McCurry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 837590
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneva Partners, LLC | Lake Geneva, WI | May 2016 - Current | 7 |
| Abingdon United Methodist Church | Abingdon, IL | Jun 1991 - Current | 32 |
| Self-employed | Abingdon, IL | Nov 1985 - Current | 38 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - May 2016 | 1 |
| Sterne Agee Financial Services, Inc. | Abingdon, IL | Sep 2014 - May 2016 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Jun 2003 - Sep 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- IL
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Total Assets Under Management319MILLIONS
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Total Number of Accounts1,208ACCOUNTS
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Average Account Value$264,095
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IA, IL, MI, NJ, NY, OH, WI
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