Gregory McCurry, financial advisor Plano TX
96 score

Gregory McCurry

CRD Number: 4478438
Current Firm: Money Matters With Ken Moraif

Gregory McCurry (CRD# 4478438) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Money Matters With Ken Moraif Plano, TX May 2016 - Current < 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: 469-246-3600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,906
    MILLIONS
  • Total Number of Accounts
    15,613
    ACCOUNTS
  • Average Account Value
    $186,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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

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