ADVISOR BIO

Terry Galespic Jones is an active investment advisor representative and registered representative. Terry Galespic Jones has been in the securities industry since December 1, 2013. Terry Galespic Jones is currently registered with Nuveen Asset Management, LLC in Illinois and has been registered with the firm since January 5, 2021. Prior to Nuveen Asset Management, LLC, Terry Galespic Jones was registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Vanguard Marketing Corporation.

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ADVISOR BIO

Terry Alan Moen is a financial advisor with RBC Capital Markets, LLC. Terry has over 20 years of experience in the financial services industry and holds a Series 63, Series 65, Series 7, Series 10, and Series 52TO licenses. Terry specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Terry has been registered with RBC Capital Markets, LLC since 2018. Prior to that, Terry was registered with Piper Jaffray Inc. and First Investors Corporation.

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ADVISOR BIO

Terry Lee Crawford is a financial advisor at Procyon Advisors, LLC. Terry is a Certified Financial Planner and holds the Series 65 license. Terry has been working in the financial industry since September 2004. Terry's primary focus is providing financial planning and portfolio management services. Terry works with a wide range of clients, including individuals, families, businesses, and retirement plans. Terry's experience and expertise can help you achieve your financial goals.

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ADVISOR BIO

Terry Conner is a financial advisor currently affiliated with Prime Capital Financial. Conner is a Certified Financial Planner and is licensed to provide investment advice in Missouri and Texas. Terry has been in the financial services industry for over 27 years. Before joining Prime Capital Financial, Conner was associated with Securities Service Network, Inc. and Securities America, Inc.. Terry Conner offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Conner has a history of working with individuals, high-net-worth individuals, corporations, trusts, and charitable organizations.

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ADVISOR BIO

Terry Duonne Lee is a financial advisor with over 30 years of experience in the industry. Terry has held positions at several well-known firms including Lehman Brothers Inc., Smith Barney, Harris Upham & Co., Incorporated, Citigroup Global Markets Inc., and Morgan Stanley. Terry is currently registered as an Investment Advisor Representative at RBC Capital Markets, LLC. Terry is licensed in 20 states and specializes in providing investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Terry Elbert Wengert is a financial advisor currently registered with Summit Global Investments, LLC in Bountiful, Utah. Terry has been in the industry since 1994 and holds several licenses and designations. Terry has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Terry provides a range of financial advisory services, including financial planning, portfolio management, and analytical services.

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ADVISOR BIO

Terry Anne Stockfisch is a financial advisor with over 27 years of experience in the securities industry. Terry is currently registered with RBC Capital Markets, LLC and has been with the firm since April 2014. Previously, Terry was employed by Citigroup Global Markets Inc. and J.W. Garrett and Company. Terry holds several licenses and registrations, including Series 66, Series 63, Series 24, Series 7, and Series 11.

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ADVISOR BIO

Terry Hatch is an investment advisor representative with Summit Global Investments, LLC based in Bountiful, UT. Terry holds a Series 65 license, Uniform Investment Adviser Law Examination, and has passed the Securities Industry Essentials Examination. Terry has worked in the financial industry since November 2008 and joined Summit Global Investments in February 2024. Terry specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Terry Euell Morrison is a financial advisor with Stifel, Nicolaus & Company, Inc. Terry has over 40 years of experience in the financial industry. Terry is registered to offer investment advice in 27 states and is also a registered representative of Stifel. Terry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Terry L. Thomason is a registered investment advisor representative with Clarity Capital Partners. Terry has been in the financial services industry since 2006. Terry holds Series 63, 66, and 7 licenses as well as the SIE designation. Terry has previously been affiliated with Fidelity Brokerage Services LLC, UnionBanc Investment Services, LLC, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and WAMU Investments, Inc. Terry specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. Terry's primary office is located in Bellevue, Washington, but Terry also works out of the Clarity Capital Partners' Newport Beach, California office.

SPECIALIZATIONS