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Kacie Lee Terbush

Equitable Distributors, LLC

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About Kacie Lee Terbush

Kacie Terbush is a financial professional with over 18 years of experience in the industry. Kacie is currently registered with Equitable Distributors, LLC and has a Series 6, Series 26, and Series 63 license. Previously, Kacie was registered with AXA Advisors, LLC and AXA Distributors, LLC. Kacie has a strong track record of providing financial advice to clients in New Jersey.

Firm Information

Kacie Terbush is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kacie Terbush’s Registration & Firm History

NY

08/02/2013 - Present

Equitable Distributors, LLC (New York NY)

NY

09/08/2010 - 04/01/2013

AXA ADVISORS, LLC (NEW YORK NY)

NC

07/06/2005 - 08/11/2010

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kacie Lee Terbush.
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