Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Bobo is a financial advisor who has been in the industry since 2004. Terry currently works at RFG Advisory, LLC as a Sales/RFG Recruiter. Terry has also worked at several other firms including Northwestern Mutual Investment Services, LLC, Lion Street Financial, LLC, Securities America, Inc., and USA Financial Securities Corporation. Terry is a registered representative in the state of Florida, and is also a registered investment advisor in the state of Florida. Terry's primary office is located in Odessa, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/26/2023 - Present
RFG Advisory, LLC (ODESSA FL)
FL
08/15/2022 - 04/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
02/22/2022 - 05/13/2022
LION STREET FINANCIAL, LLC (ODESSA FL)
FL
08/30/2018 - 03/09/2020
SECURITIES AMERICA, INC. (ODESSA FL)
MI
09/08/2010 - 09/04/2018
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
MI
08/29/2006 - 01/30/2009
EDWARD JONES (GRAND RAPIDS MI)
MI
11/08/2005 - 08/28/2006
WADDELL & REED, INC. (MUSKEGON MI)
NY
12/11/2004 - 10/28/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
06/24/2004 - 12/17/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
07/26/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IL
04/13/2004 - 06/18/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
07/20/2000 - 04/05/2004
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
AZ
07/06/2000 - 07/13/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
03/08/2000 - 07/12/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
08/20/1999 - 02/23/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 05/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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