Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Goodwin Brown is an investment advisor representative with LPL Financial LLC. Terrence has been in the industry since December 2018. Terrence is registered with the Financial Industry Regulatory Authority, Series 99 and Series SIE. The firm is headquartered in Fort Mill, South Carolina. LPL Financial LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). It provides a wide range of investment advisory services, including financial planning, portfolio management, and consulting. LPL Financial LLC is one of the largest independent broker-dealers in the United States.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/02/2024 - Present
LPL Financial LLC (FORT MILL SC)
SC
12/13/2018 - 11/11/2019
LPL FINANCIAL LLC (FORT MILL SC)
BC
Issued 07/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Terrence Brown is the right advisor for you? Invested Better is here to help.
