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Terry Lee Chadwell

Pacific Select Distributors, LLC

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About Terry Lee Chadwell

Terry Chadwell is a financial advisor with Pacific Select Distributors, LLC and has been in the industry since November 17, 1987. Terry's background includes a variety of previous experience including positions at Mutual Service Corporation, Investment Management & Research, Inc, CUNA Brokerage Services, Inc., The Principal/Eppler, Guerin & Turner, Inc., and H.D. Vest Investment Securities, Inc. Terry is registered in the state of Texas.

Firm Information

Terry Chadwell is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Terry Chadwell’s Registration & Firm History

CA

01/04/2005 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

MA

07/16/1997 - 12/31/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

FL

08/08/1996 - 07/25/1997

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

IA

02/22/1994 - 04/04/1996

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

TX

04/16/1993 - 02/04/1994

THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)

TX

06/26/1987 - 04/27/1993

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 06/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/14/1987

Series 4 - Registered Options Principal Examination

BC

Issued 08/28/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Lee Chadwell.
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