Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Tolbert is a financial advisor with over 35 years of experience in the financial services industry. Terry has a Series 7, 24, 3, 31 and SIE licenses and holds the Certified Financial Planner designation. Terry currently works with LPL Financial LLC in Viera, Florida. Terry previously worked with Allen & Company of Florida, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Terry is registered in 27 states. Terry provides financial planning, consulting and other non-discretionary advisory services, educational seminars, portfolio management for individuals and businesses and selection of other advisers.
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.
1
2
FL
02/05/2025 - Present
LPL Financial LLC (VIERA FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
03/02/2012 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (VIERA FL)
FL
10/14/1988 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRITT ISLAND FL)
NA
02/15/1988 - 10/31/1988
SHEARSON LEHMAN HUTTON INC.
NA
12/17/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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