Mark McCurry, financial advisor Lake Geneva WI
96 score

Mark McCurry

CRD Number: 1051014
Current Firm: Geneva Partners, LLC

Mark McCurry (CRD# 1051014) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 25 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.

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Professional Designations
Company Name Location Dates Years
Geneva Partners, LLC Lake Geneva, WI May 2016 - Current < 1
Abingdon United Methodist Church Abingdon, IL Jun 1991 - Current 25
Self-employed Abingdon, IL Nov 1985 - Current 31
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
Contact Info for Mark S. McCurry
Phone Number: 262-248-1350
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $371,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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