Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Bussard is a financial advisor registered with Retirement Planners Of America. Terry has been in the industry since 1986 and is registered in Texas. Terry has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Terry specializes in providing financial planning and portfolio management services. Prior to joining Retirement Planners Of America, Terry has worked for several other firms, including Cambridge Investment Research, Inc. and Transamerica Financial Advisors, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/04/2011 - Present
Retirement Planners OF America (PLANO TX)
TX
10/01/2010 - 12/31/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLANO TX)
TX
06/15/2010 - 09/29/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT WORTH TX)
VA
01/13/2009 - 01/25/2010
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
10/31/2006 - 11/11/2008
PERSHING LLC (JERSEY CITY NJ)
CO
09/19/2005 - 11/06/2006
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
NJ
01/05/2005 - 09/13/2005
PERSHING LLC (JERSEY CITY NJ)
TX
04/23/2003 - 08/26/2003
NFP SECURITIES, INC. (AUSTIN TX)
NY
03/27/2001 - 10/10/2002
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
NY
03/07/2000 - 05/16/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
08/30/1996 - 03/09/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
CA
05/24/1996 - 08/15/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
02/26/1994 - 06/14/1994
SELIGMAN ADVISORS, INC. (BOSTON MA)
NA
04/13/1993 - 12/17/1993
VOYAGEUR FUND DISTRIBUTORS, INC.
AZ
05/19/1992 - 03/31/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/30/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MO
02/07/1989 - 10/10/1989
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
NY
12/24/1987 - 08/12/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
MO
07/27/1987 - 08/18/1987
O. R. SECURITIES, INC. (CHESTERFIELD MO)
NA
09/29/1986 - 07/27/1987
EDWARD D. JONES & CO., L.P.
BOTH
Issued 11/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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