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Terry Michael McCaffrey

Optimum Investment Advisors, LLC

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About Terry Michael McCaffrey

Terry McCaffrey is a registered investment advisor representative with Optimum Investment Advisors, LLC. Terry has been in the industry since 2004 and is registered with the state of Illinois. Terry's previous employers include Banc of America Investment Services, Inc. and LaSalle Financial Services, Inc. The firm, Optimum Investment Advisors, LLC, specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. The firm has over 287 million dollars in assets under management.

Firm Information

Terry McCaffrey is currently registered with Optimum Investment Advisors, LLC. Optimum Investment Advisors, LLC is a Chicago, Illinois-based firm providing financial planning and portfolio management services for individuals, businesses, and pension plans. The firm manages over $287 million in assets for approximately 439 clients.
Optimum Investment Advisors, LLC

20 S. CLARK STREET

CHICAGO, IL 60603

$287.57M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Terry McCaffrey’s Registration & Firm History

IL

04/02/2009 - Present

Optimum Investment Advisors, LLC (CHICAGO IL)

IL

01/02/2008 - 02/20/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)

IL

09/22/2004 - 01/05/2009

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2005

Series 24 - General Securities Principal Examination

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Michael McCaffrey.
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