Unclaimed Profile

James Mark Curry

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC·DUBLIN, Ohio

SIE, Series 6, Series 63CFPClean record20 years registeredCONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

5850 VENTURE DRIVE, DUBLIN, OH 43017CRD# 1482724Firm CRD# 119695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Mark Curry · DUBLIN, OH

Registration

CRD #1482724 · CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CONSOLIDATED FINANCIAL

Oct 2022 – present

CAPITAL ANALYSTS

Mar 2016 – Aug 2022

Gallipolis, OH

LINCOLN INVESTMENT

Apr 2011 – Aug 2022

GALLIPOLIS, OH

CONSOLIDATED FINANCIAL

Jan 2009 – Apr 2013

GALLIPOLIS, OH

CONSOLIDATED FINANCIAL

May 2008 – Dec 2008

GALLIPOLIS, OH

CONSOLIDATED FINANCIAL

Mar 2006 – Dec 2006

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · March 31, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

CRD 119695 · SEC 801-112968

AUM

$441M

Regulatory assets under management

Employees

1,348 client accounts

Services offered by CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does James Mark Curry offer?

James Mark Curry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are James Mark Curry's credentials?

James Mark Curry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Mark Curry located?

James Mark Curry is based in DUBLIN, Ohio, working with CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does James Mark Curry charge for services?

James Mark Curry's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC?

CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC has approximately 5 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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