Terrence Sheehan, financial advisor Beach Park IL
93 score

Terrence Sheehan

CRD Number: 4613772
Current Firm: Benchmark Investment Advisors LLC

Terrence Sheehan (CRD# 4613772) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Beach Park, IL and has over 15 years of experience in the finance industry.

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Financial Service Group Inc.
Company Name Location Dates Years
Gentry Private Wealth Management LLC New York, NY Oct 2012 - Current 5
Gentry Securities LLC New York, NY Oct 2012 - Current 5
Lpl Financial Beach Park, IL Sep 2009 - Current 8
Mutual Service Corporation Beach Park, IL Feb 2009 - Sep 2009 < 1
Prim Fncl Svces Libertyville, IL Apr 2002 - Feb 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Terrence B. Sheehan
Phone Number: 312-552-7160
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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