Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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