GM
Gregory O. Mccurry
HORNOR, TOWNSEND & KENT
Plano, TX
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CRD#: 4478438
GM
Professional summary
Gregory Owen Mccurry, who also goes by Gregory Owen Mccurry Sr, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Plano, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gregory has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Owen Mccurry Sr
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.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: MCCURRY INSURANCE AGENCY, LLC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 4536 LONE GROVE LANE, PLANO, TX 75093 | START DATE: 1/1/2002 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS |DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.; AND P&C, COMMERCIAL LINES.ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Owen Mccurry's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Owen Mccurry's 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®
NoneExperience
Current
July 8, 2020 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
Plano, TX
Current
January 10, 2020 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
Plano, TX
Past
September 12, 2017 - December 31, 2019
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Flower Mound, TX
Past
August 10, 2017 - December 31, 2019
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
FLOWER MOUND, TX
Past
May 12, 2016 - November 15, 2016
RETIREMENT PLANNERS OF AMERICA
RIA
CRD#: 157222
PLANO, TX
Past
August 12, 2015 - May 10, 2016
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
PLANO, TX
Past
April 15, 2015 - May 10, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PLANO, TX
Past
May 10, 2010 - April 3, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
DALLAS, TX
Past
March 10, 2010 - April 3, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
DALLAS, TX
Past
August 4, 2005 - March 12, 2010
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
PLANO, TX
Past
December 7, 2001 - March 12, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PLANO, TX
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".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
Illinois(5/1/2020)
RR
Kansas(4/16/2021)
RR
Missouri(3/5/2020)
RR
Texas(1/10/2020)
IAR
Texas(7/8/2020)
RR
Virginia(1/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
