GM
ChFC
GM
ChFC

Gregory Mccurry

23 Years of Experience
Plano, TX
BrokerSells Insurance

Gregory Mccurry is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Plano, TX, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gregory is the proprietor/owner of McCurry Insurance Agency, LLC, a multi-line insurance brokerage, since 2002. He spends about 10-20% of his time on sales and service of brokerage, life, accident, health/DI/LTC, annuity, P&C, and commercial lines accounts.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
July 2020 - Present · 5 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
On Investment Management CO
September 2017 - December 2019 · 2 yrs 3 mos
The O.N. Equity Sales CompanyBroker
August 2017 - December 2019 · 2 yrs 4 mos
Money Matters with Ken Moraif
May 2016 - November 2016 · 6 mos
Eagle Strategies LLC
August 2015 - May 2016 · 9 mos
Nylife Securities LLCBroker
April 2015 - May 2016 · 1 yr 1 mo
Metlife Securities INC.
May 2010 - April 2015 · 4 yrs 11 mos
Metlife Securities INC.Broker
March 2010 - April 2015 · 5 yrs 1 mo
Eagle Strategies LLC
August 2005 - March 2010 · 4 yrs 7 mos
Nylife Securities LLCBroker
December 2001 - March 2010 · 8 yrs 3 mos
State Registrations4 states
KSMOTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.