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MC

Mark C. Cross

IFG ADVISORY
ATHENS, GA 30606
Some features on this profile are disabled
CRD#: 1835976
MC
Mark Curry Cross JRIFG ADVISORY

Professional summary

Mark Curry Cross JR, AIF®, who also goes by Mark Curry (jr) Cross, is a registered financial advisor currently at IFG ADVISORY, LLC located in Athens, Georgia and LPL FINANCIAL LLC located in Athens, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

Mark Curry (jr) Cross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Curry Cross JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 22, 2015 - Present

IFG ADVISORY, LLC

Office #1: 1077 Baxter Street, Athens, GA 30606
RIA
CRD#: 168012
ATHENS, GA
Current

April 17, 2015 - Present

LPL FINANCIAL LLC

Office #1: 1077 Baxter St, Ste 600, Athens, GA 30606Office #2: 135 E. Franklin St., Hartwell, GA 30643Office #3: 6124 Hwy. 278 Ne, Covington, GA 30014Office #4: 884 Elbert St., Elberton, GA 30635Office #5: 340 Jesse Jewell Pkwy, Ste 100, Gainesville, GA 30501Office #6: 1081 Parkway Place, Athens, GA 30606Office #7: 6322 Grand Hickory Dr., Braselton, GA 30517Office #8: 111 Southern Bank Dr, Clarksville, GA 30523Office #9: 361 Blue Ridge St, Blairsville, GA 30512Office #10: 1901 W Spring St., Monroe, GA 30655
RIA
BD
CRD#: 6413
ATHENS, GA
Past

April 17, 2025 - July 9, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATHENS, GA
Past

March 1, 2018 - March 7, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATHENS, GA
Past

February 21, 2003 - April 17, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATHENS, GA
Past

June 15, 2002 - April 17, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATHENS, GA
Past

September 21, 1999 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

December 12, 1997 - September 20, 1999

CAPTRUST FINANCIAL ADVISORS, LLC

BD
CRD#: 41727
CHARLOTTE, NC
Past

July 30, 1993 - December 15, 1997

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

September 5, 1989 - August 11, 1993

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL
Past

June 21, 1988 - August 8, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NWM CAPITAL ADVISORS | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT

CRD#: 168012 / SEC#: 801-80184

RIA
Registered Investment Advisory firm - (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/17/2015)
RR
Alaska
(4/17/2015)
RR
Arkansas
(1/27/2023)
RR
California
(9/26/2019)
RR
Colorado
(4/17/2015)
RR
Connecticut
(4/17/2015)
RR
Delaware
(9/9/2015)
RR
District of Columbia
(4/22/2015)
RR
Florida
(4/17/2015)
RR
Georgia
(4/17/2015)
IAR
Georgia
(4/22/2015)
RR
Indiana
(8/19/2020)
RR
Kentucky
(4/30/2021)
RR
Louisiana
(5/18/2015)
RR
Massachusetts
(4/17/2015)
RR
Michigan
(1/13/2023)
RR
Minnesota
(10/16/2024)
RR
Mississippi
(4/17/2015)
RR
Missouri
(11/26/2019)
RR
Nevada
(4/17/2015)
RR
New York
(4/17/2015)
RR
North Carolina
(4/17/2015)
RR
Ohio
(4/21/2016)
RR
Oregon
(8/25/2022)
RR
South Carolina
(4/17/2015)
RR
Tennessee
(1/30/2017)
RR
Texas
(2/6/2016)
RR
Virginia
(4/17/2015)
RR
Washington
(3/17/2021)
RR
West Virginia
(9/24/2024)
RR
Wyoming
(2/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/13/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/1988
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NWM CAPITAL ADVISORS | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT

CRD#: 168012 / SEC#: 801-80184

RIA
Registered Investment Advisory firm - (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)
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Contact information

Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6400
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFGA WRAP FEE PROGRAM BROCHURE (3/18/2026)
IFGA - ADV PART 2A - FIRM BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts14,619
AUM (Assets Under Management)$ 4,759,187,483

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IFG ADVISORY, LLC

CRD#: 168012Athens, GA 30606

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