Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Curry Cross is an investment advisor representative who has been in the industry since 1988. Mark is currently registered with IFG Advisory, LLC. and has a strong history with Wells Fargo Advisors, LLC. Mark’s experience spans across a range of organizations including Wachovia Securities, Inc., CapTrust Financial Advisors, LLC, Interstate/Johnson Lane Corporation, Barnett Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients, including individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
04/22/2015 - Present
IFG Advisory, LLC (ATHENS GA)
GA
06/15/2002 - 04/17/2015
WELLS FARGO ADVISORS, LLC (ATHENS GA)
NC
09/21/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
12/12/1997 - 09/20/1999
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NC
07/30/1993 - 12/15/1997
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
FL
09/05/1989 - 08/11/1993
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
06/21/1988 - 08/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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