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Terrence Patrick Britt

Ashton Thomas Securities, LLC

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About Terrence Patrick Britt

Terrence Britt is a registered investment advisor representative with Ashton Thomas Securities, LLC. Terrence has been in the industry since August 26, 1991. Terrence has passed a number of industry exams, including Series 63, 65, 24, 28, 7, 99TO and SIE. The firm has approximately $409,080,530 in assets under management. Terrence is registered in 24 states and the District of Columbia.

Firm Information

Terrence Britt is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Terrence Britt’s Registration & Firm History

NY

09/06/2021 - Present

Ashton Thomas Securities, LLC (Rochester NY)

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Licenses & Designations

IA

Issued 05/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2007

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 12/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrence Patrick Britt.
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