Invested Better
Unclaimed

Unclaimed

Unclaimed

Terri Lynn Thomas

Sanctuary Securities, Inc.

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

About Terri Lynn Thomas

Terri Lynn Thomas is a financial advisor with Sanctuary Securities, Inc. Terri has been in the industry since 2005 and has a strong background in securities and investments. Terri has experience working with a variety of clients and has a proven track record of success. Terri is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Terri Thomas is currently registered with Sanctuary Securities, Inc.. Sanctuary Securities, Inc. is a corporation formed on March 7, 1978, and is registered in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has a history of regulatory events, with 19 disclosures related to such events, and has been involved in 9 arbitrations and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

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.

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.

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.

Terri Thomas’s Registration & Firm History

TX

03/29/2023 - Present

Sanctuary Securities, Inc. (MIDLAND TX)

TX

06/01/2009 - 04/19/2023

MORGAN STANLEY (Midland TX)

TX

04/27/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MIDLAND TX)

Not sure if Terri Lynn Thomas is right for you?

Licenses & Designations

BC

Issued 07/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Lynn Thomas.
Not sure if Terri Lynn Thomas is right for you?