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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Howell is an experienced financial advisor with over 20 years of experience in the industry. Terry currently works with LPL Financial LLC, joining them in 2014. Terry has a strong background in financial planning, portfolio management, and investment advisory services, making a valuable resource for clients seeking guidance in managing their financial futures. Previous experience includes time at NYLIFE Securities LLC and Wells Fargo Advisors, LLC. Terry is committed to building strong relationships with clients and providing them with personalized financial strategies tailored to their specific needs and goals.
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.
1
2
SC
01/21/2014 - Present
LPL Financial LLC (FORT MILL SC)
NC
12/19/2011 - 08/16/2012
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NC
12/18/2000 - 09/09/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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