Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lineberger is a financial advisor with D.a. Davidson & Co. Terry has been in the financial services industry since 1996. Terry specializes in providing financial planning, portfolio management, and pension consulting services to individual and business clients. Terry is registered to provide securities and investment advisory services in Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Iowa, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Terry is a Certified Financial Planner (CFP®) and is dedicated to providing comprehensive financial advice to help clients reach their financial 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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/22/2022 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
CA
04/20/2009 - 06/10/2020
ROBERT W. BAIRD & CO. INCORPORATED (ROSEVILLE CA)
CA
07/03/1996 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NY
04/18/1996 - 05/31/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/18/1996 - 05/31/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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