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Terry Alan Pigeon

Gradient Advisors, LLC

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About Terry Alan Pigeon

Terry Alan Pigeon is an Investment Advisor Representative at Gradient Advisors, LLC. Terry Alan Pigeon has been in the industry since 2020 and has held previous positions at Transamerica Financial Advisors, Inc. Terry Alan Pigeon holds Series 63, Series 65, and Series 6TO licenses. Terry Alan Pigeon is licensed in Florida. Terry Alan Pigeon provides financial planning and portfolio management services to both individuals and businesses.

Firm Information

Terry Pigeon is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Terry Pigeon’s Registration & Firm History

FL

01/26/2024 - Present

Gradient Advisors, LLC (Fort Myers FL)

FL

05/05/2023 - 12/19/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (FORT MYERS FL)

FL

09/08/2020 - 12/31/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (FORT MYERS FL)

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Licenses & Designations

IA

Issued 07/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Alan Pigeon.
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