Gregory McCurry (CRD# 4478438) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Plano, TX and has over 22 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent LLC | Horsham, PA | Jan 2020 - Current | 4 |
| Penn Mutual Life Ins Co | Horsham, PA | Feb 2019 - Current | 5 |
| Mccurry Insurance Agency LLC | Plano, TX | Mar 2007 - Current | 17 |
| Ohio National Financial Services | Cincinnati, OH | Aug 2017 - Dec 2019 | 2 |
| The O.n. Equity Sales Company | Cincinnati, OH | Aug 2017 - Dec 2019 | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- TX
-
Total Assets Under Management6,864MILLIONS
-
Total Number of Accounts30,467ACCOUNTS
-
Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.