Terrence Lapan
CRD Number: 1693889
Current Firm: Ameriprise Financial Services, LLC
Compensation Model: Both
Terrence Lapan (CRD# 1693889) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gardnervile, NV and has over 20 years of experience in the finance industry.
CRD# 5355221
J.p. Morgan Securities LLC
CRD# 6104439
Advisor Resource Council
CRD# 323201
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Gardnerville, NV | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Reno, NV | Apr 2012 - Mar 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CO
- NV
- VT
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Gardnerville, NV Office Location: 1512 US Hwy 395 N., Suite #1 'Lapan, Matthewson & Assocs'
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