Mark Curry Cross

Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Lpl Financial, Llc
  Athens, GA
• 04/2015 → Present
  Ifg Advisory, Llc
  Athens, GA

Previous Registrations

• 2003-02-21 → 2015-04-17
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Athens, GA

Other Businesses

1. 04/16/2015 - INTEGRATED FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ ATHENS, GA 2. 04/16/2015 - HIGHLAND TRUST PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ ATHENS, GA 3. 04/28/2015 - IFG ADVISORY, LLC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IFG ADVISORY, LLC. - TIME SPENT 100% 4. 03/08/2016 * HTP LLC * Real Estate Rental * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 05/01/15 * 1 HR/MO NOT DURING SECS TRDG HRS. 5. 5/2/2018 - Highland Retirement Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2018 - 1 Hour Per Month During Securities Trading. 6. 11/19/2020 - HTP Insurance LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 11/09/2020 - 1 Hour Per Month During Securities Trading. 7. 12/16/2021 - Oliver Creek Kennels LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 9/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Hold land.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-13
• S63 Uniform Securities Agent State Law Examination
  1988-07-08

Other Names

• Mark Curry (Jr) Cross