linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Terry Lee Terrell

Verified

Verified

Equitable Advisors, LLC

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Use our Financial Advisor Match Tool to find your ideal match.

About Terry Lee Terrell

Terry Lee Terrell is an investment advisor representative for Equitable Advisors, LLC and has been in the industry since May 10, 2007. Terrell holds the Series 66, 24 and 7 securities licenses. He has a current registration as a broker with Equitable Advisors, LLC and is registered as an investment advisor representative in 21 states including Arizona, California, Georgia, Missouri, Nevada, New Jersey, Oregon, Texas, and Washington. Terrell's branch office is located at 10500 NE 8TH STREET, SUITE 1600, BELLEVUE, WA 98004.

Firm Information

Terry Terrell is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terry Terrell’s Registration & Firm History

WA

07/16/2007 - Present

Equitable Advisors, LLC (BELLEVUE WA)

Not sure if Terry Lee Terrell is right for you?

Licenses & Designations

BOTH

Issued 07/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Lee Terrell.
Not sure if Terry Lee Terrell is right for you?