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James Mark Curry

Consolidated Financial

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About James Mark Curry

James Curry is a financial advisor at Consolidated Financial. James has been in the industry for 36 years and is registered in Ohio as an Investment Advisor Representative. James holds Series 6, Series 63 and SIE licenses. James offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. James is a Certified Financial Planner.

Firm Information

James Curry is currently registered with Consolidated Financial. Consolidated Financial, based in Dublin, OH, is an investment advisor with a focus on financial planning, pension consulting, and selection of other advisors. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Consolidated Financial manages over $441 million in assets for over 1,348 clients, including high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth.
Consolidated Financial

5850 VENTURE DRIVE

DUBLIN, OH 43017

$441.21M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Curry’s Registration & Firm History

OH

10/12/2022 - Present

Consolidated Financial (DUBLIN OH)

OH

08/02/2010 - 08/01/2022

LINCOLN INVESTMENT (GALLIPOLIS OH)

OH

01/29/2002 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (DUBLIN OH)

IN

06/26/1986 - 02/02/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/26/1986 - 02/02/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

06/26/1986 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

BC

Issued 08/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Mark Curry.
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