Invested Better
Unclaimed

Unclaimed

Unclaimed

Terra Lynne Howard

Blackridge Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terra? Claim Your Profile

About Terra Lynne Howard

Terra Lynne Howard is an Investment Advisor Representative with Blackridge Asset Management, LLC and has been in the industry since August 2001. Terra is registered with the state of Florida and Missouri. Terra has a strong background in financial services, having worked for several firms including Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Terra Howard is currently registered with Blackridge Asset Management, LLC. Blackridge Asset Management, LLC is an investment advisor registered with the SEC and based in JUPITER, FL. They manage assets for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. They offer financial planning, educational seminars, and selection of other advisors, and their services include portfolio management for individuals. They report managing over $186.5 million in regulatory assets under management.
Blackridge Asset Management, LLC

1070 E. INDIANTOWN ROAD

JUPITER, FL 33477

$186.56M

Assets Under Management

70

Total Clients

64

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terra Howard’s Registration & Firm History

FL

08/17/2023 - Present

Blackridge Asset Management, LLC (JUPITER FL)

KS

06/23/2020 - 08/30/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEAWOOD KS)

KS

06/17/2013 - 06/22/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)

MO

04/27/2012 - 04/04/2013

M&A SECURITIES GROUP, INC. (KANSAS CITY MO)

MO

10/21/2011 - 04/04/2013

BURCH & COMPANY, INC (KANSAS CITY MO)

KS

09/08/2011 - 09/16/2011

WADDELL & REED, INC. (OVERLAND PARK KS)

IN

10/31/2008 - 08/19/2011

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

FL

05/16/2006 - 10/17/2008

MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)

MO

09/17/2004 - 05/12/2006

U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY MO)

NE

10/26/2001 - 09/27/2004

SPECTRUM CAPITAL, INC. (OMAHA NE)

CA

04/02/2001 - 10/26/2001

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

Not sure if Terra Lynne Howard is right for you?

Licenses & Designations

BOTH

Issued 07/08/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 7 - General Securities Representative Examination

BC

Issued 03/31/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terra Lynne Howard.
Not sure if Terra Lynne Howard is right for you?