Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Byrum is a financial advisor who has been in the industry since 2008. Terry is currently registered with USAA Investment Services Co. in both Colorado and Texas. Prior to this role, Terry was also registered with USAA Financial Advisors, Inc. Terry has passed the Series 66, Series 51, Series 24 and Series 7 exams. Terry has a total of 53 state licenses and 2 state IA licenses. Terry specializes in providing financial planning and referral services.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
CO
11/06/2020 - Present
Usaa Investment Services Co. (COLORADO SPRINGS CO)
CO
01/08/2008 - 07/10/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 05/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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