Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Terrill is a financial advisor with over 30 years of experience in the financial services industry. Richard is registered with UBS Financial Services Inc. in Texas and has a Series 7, Series 24, Series 31, and Series 63 license. Richard is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions. Richard is passionate about helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
08/24/2023 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
05/28/2004 - 09/05/2023
LPL FINANCIAL LLC (DALLAS TX)
MO
06/28/1991 - 06/21/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Richard Terrill is the right advisor for you? Invested Better is here to help.
