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Paula Marie Terry

U.s. Bancorp Investments, Inc.

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About Paula Marie Terry

Paula Terry is a financial advisor with over 18 years of experience in the financial services industry. Paula is currently registered with U.S. Bancorp Investments, Inc. in Meridian, Idaho. Prior to joining U.S. Bancorp Investments, Inc., Paula was a financial advisor with Wells Fargo Clearing Services, LLC, in Boise, Idaho. Paula has a Series 66, Series 7, and SIE license. Paula specializes in providing financial advice to individuals, families, and businesses. Paula is committed to helping clients achieve their financial goals through a personalized approach.

Firm Information

Paula Terry is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Paula Terry’s Registration & Firm History

ID

12/08/2022 - Present

U.s. Bancorp Investments, Inc. (Meridian ID)

ID

04/22/2014 - 12/08/2022

WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)

ID

01/03/2011 - 08/13/2013

WELLS FARGO ADVISORS, LLC (CALDWELL ID)

ID

07/20/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (EMMETT ID)

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Licenses & Designations

BOTH

Issued 11/18/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula Marie Terry.
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