AdFi
MS

Mark Stephan McCurry

Investment Adviser Representative at GENEVA PARTNERS, LLC

Lake Geneva, WICRD #1051014Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Stephan Mccurry has worked in the securities industry since 1998. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Illinois.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Illinois
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/15/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 10/16/1991
SIE
Securities Industry Essentials Examination
Passed 5/5/2016
Series 7
General Securities Representative Examination
Passed 6/15/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/13/1982

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$100,000 - $500,0001.50%
$500,001 - $2,000,0001.25%
$2,000,001 - $5,000,0001.00%
$5,000,001 - $10,000,0000.75%
Over $10,000,0000.00%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Geneva Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GENEVA PARTNERS, LLCCurrent
5/18/2016Lake Geneva, WI
GENEVA PARTNERS, LLC
5/18/201612/31/2017Lake Geneva, WI
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.
1/30/20155/5/2016Birmingham, AL
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.
6/30/20031/30/2015Abingdon, IL
FFP ADVISORY SERVICES INC
5/11/19987/10/2003Abingdon, IL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GENEVA PARTNERS, LLC

8 other advisors in the directory

View GENEVA PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Stephan McCurry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Mark Stephan McCurry - Financial Advisor in Lake Geneva, WI | AdvisorFinder