Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Lynn Conger is a financial advisor registered with LPL Financial LLC. Terri has been in the industry since 1994 and holds Series 7, 9, 10, 63 and 65 licenses. She is also licensed as a Registered Representative (RA) in Texas and Washington. Terri has experience working with clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Terri's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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2
WA
04/21/2023 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
01/29/2001 - 04/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
MO
02/04/2000 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
11/01/1994 - 03/02/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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