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Terry Lynne Graves

Pacific Select Distributors, LLC

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About Terry Lynne Graves

Terry Lynne Graves is a registered representative with Pacific Select Distributors, LLC. Terry has been in the securities industry since December 5, 2001 and has Series 63, SIE and Series 7 licenses. Terry is licensed to sell securities in California and Nebraska. Previously, Terry worked at EDWARD JONES in Omaha, NE and Salomon Smith Barney Inc. in New York, NY.

Firm Information

Terry Graves is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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.

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.

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Terry Graves’s Registration & Firm History

NE

02/23/2007 - Present

Pacific Select Distributors, LLC (OMAHA NE)

NE

10/25/2002 - 10/26/2006

EDWARD JONES (OMAHA NE)

NY

08/08/2001 - 10/24/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Lynne Graves.
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