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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 McLemore is a financial advisor with over 30 years of experience in the financial services industry. He has a broad range of experience in investment planning, retirement planning, and wealth management. Terry McLemore is currently registered with Avantax Advisory Services. Prior to joining Avantax Advisory Services, Terry McLemore worked at WFG INVESTMENTS, INC., SPELMAN & CO., INC., CENTURY INVESTMENT GROUP INCORPORATED, PRINCIPAL FINANCIAL SECURITIES,INC., LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., and AMERITAS INVESTMENT CORP. Terry McLemore is also registered with the state of Oklahoma as an investment advisor.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OK
11/07/2024 - Present
Avantax Advisory Services (Edmond OK)
OK
06/09/2004 - 09/18/2017
WFG INVESTMENTS, INC. (Edmond OK)
AZ
05/18/1999 - 06/10/2004
SPELMAN & CO., INC. (PHOENIX AZ)
CA
05/19/1995 - 06/02/1999
CENTURY INVESTMENT GROUP INCORPORATED (SAN DIEGO CA)
TX
08/23/1991 - 06/13/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
12/01/1988 - 09/12/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/22/1987 - 12/14/1988
DEAN WITTER REYNOLDS INC.
NA
05/15/1985 - 01/04/1988
AMERITAS INVESTMENT CORP.
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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