Curtis D. Cone
Professional summary
Curtis Dean Cone is a registered financial advisor currently at CONE ADVISORY GROUP, INC. located in Ayden, North Carolina.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Curtis has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Dean Cone's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2023 - Present
CONE ADVISORY GROUP, INC.
Office #1: 556 Third Street, Ayden, NC 28513October 5, 2021 - December 31, 2022
CONE ADVISORY GROUP, INC.
July 10, 2017 - December 14, 2018
ALPHASTAR CAPITAL MANAGEMENT
November 5, 2013 - April 12, 2023
SYMMETRY PARTNERS
December 8, 2009 - August 31, 2021
THE JOURNEYS GROUP, INC.
August 11, 2000 - March 17, 2010
OSAIC FS, INC.
October 1, 1997 - December 31, 2011
OSAIC FS, INC.
September 22, 1987 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2023)
Exams
Current Firm
CONE ADVISORY GROUP, INC.
CRD#: 316457 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 17,325,000 |
Red Flags
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