Terry Pitchford, financial advisor Austin TX
96 score

Terry Pitchford

CRD Number: 1156863
Current Firm: Bfc Planning, Inc.

Terry Pitchford (CRD# 1156863) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities Management & Research, Inc. Austin, TX Jun 1983 - Current 33
American National Property & Cas. Co Springfield, MO Jul 1981 - Current 35
American National Ins. Co Galveston, TX Jul 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Terry J. Pitchford
Phone Number: 319-447-5700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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