Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Butcher is a financial advisor with over 20 years of experience in the industry. Terry is currently registered with LPL Financial LLC and has been with the firm since August 2012. Prior to joining LPL Financial LLC, Terry was with RAYMOND JAMES FINANCIAL SERVICES, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Terry holds a Series 7 and Series 63 license and is a Registered Representative. Terry specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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CA
08/30/2012 - Present
LPL Financial LLC (CLAREMONT CA)
CA
04/26/2010 - 09/04/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLAREMONT CA)
IN
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
04/01/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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