Curtis D. Cone
Professional summary
Curtis Dean Cone JR., who also goes by Curtis Dean Done, 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 2025. Curtis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Dean Cone JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2025 - Present
CONE ADVISORY GROUP, INC.
Office #1: 556 Third Street, Ayden, NC 28513State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2025)
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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