Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lorraine Agius is a registered representative and investment advisor representative with LPL Financial LLC, operating from the firm's Santa Ana, California office. Terry has been in the financial services industry since 1986 and has worked with several firms throughout their career, including CUNA Brokerage Services, Inc., CU Investment Solutions, Inc. and Wescorp Investment Services, LLC. Terry has experience providing financial services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Terry specializes in providing investment advice, financial planning and other non-discretionary advisory services.
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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2
CA
01/01/2025 - Present
LPL Financial LLC (SANTA ANA CA)
CA
05/18/2022 - 07/17/2023
LPL FINANCIAL LLC (SANTA ANA CA)
CA
01/23/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SANTA ANA CA)
CA
10/18/2005 - 07/16/2007
CU INVESTMENT SOLUTIONS, INC. (SAN DIMAS CA)
CA
05/13/2004 - 10/18/2005
WESCORP INVESTMENT SERVICES, LLC (SAN DIMAS CA)
IA
02/14/2002 - 04/12/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
03/08/2001 - 02/13/2002
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IA
03/26/1994 - 02/13/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
06/12/1991 - 02/25/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
03/28/1988 - 06/17/1991
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
02/10/1986 - 03/09/1988
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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