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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 Wayne Stanfill is an investment advisor representative with Grove Point Advisors, LLC and has been in the industry since 1988. Terry has a variety of licenses and registrations across multiple states, including Series 7, 63, 65, 9, and 10. Terry has experience in a variety of financial planning areas including financial planning, portfolio management, and pension consulting. Terry is a member of the City Planning Commission and the Board of Directors for the City of Grand Blanc, Michigan. Terry also holds the designation as a FINRA Arbitrator.
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.
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
MI
10/04/2024 - Present
Grove Point Advisors, LLC (Grand Blanc MI)
KY
11/12/1997 - 10/02/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MI
09/20/1988 - 11/17/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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