Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lynn Blythe is a financial advisor with over 30 years of experience in the industry. Terry Lynn currently works as a Registered Representative for ISC Advisors, Inc. Terry Lynn's previous experience includes working at several financial institutions, including NYLIFE Securities LLC, WFG Investments, Inc., and 1st Global Capital Corp. Terry Lynn is registered with the state of Texas and specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting.
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.
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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2
TX
07/23/2014 - Present
ISC Advisors, Inc. (DALLAS TX)
TX
05/28/2014 - 08/08/2014
NYLIFE SECURITIES LLC (DALLAS TX)
TX
09/06/2005 - 11/18/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
04/01/2004 - 09/12/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
07/28/1999 - 04/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
10/13/1998 - 10/22/1999
NORAM INVESTMENT SERVICES, INC. (VANCOUVER )
TX
10/13/1998 - 10/06/1999
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
10/12/1998 - 07/21/1999
SWS FINANCIAL SERVICES (DALLAS TX)
TX
09/29/1998 - 07/01/1999
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
03/02/1998 - 10/01/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
11/13/1992 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
11/30/1990 - 11/09/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/1996
Series 14 - Compliance Officer Examination
BC
Issued 05/22/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/19/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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