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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Michael Johnson is a financial advisor with over 34 years of experience in the financial services industry. Terry is currently registered with LPL Financial LLC as an Investment Advisor Representative, and has also been registered as a Broker with the firm since July 2023. Previously, Terry was registered with BANCWEST INVESTMENT SERVICES, INC., AMERITAS INVESTMENT CORP., INVEST FINANCIAL CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, and PRUCO SECURITIES CORPORATION. Terry has a broad range of experience serving clients, including high net worth individuals, corporations, and charitable organizations. Terry is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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
NE
08/11/2023 - Present
LPL Financial LLC (OMAHA NE)
NE
12/01/2008 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
04/04/2007 - 12/17/2008
AMERITAS INVESTMENT CORP. (OMAHA NE)
NE
08/12/2006 - 04/03/2007
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
04/01/1999 - 08/12/2006
INVEST FINANCIAL CORPORATION (OMAHA NE)
CA
06/12/1997 - 03/31/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
09/21/1989 - 06/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/21/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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