Terry Bill, financial advisor Centralia IL
83 score

Terry Bill

CRD Number: 3075873
Current Firm: Prudential Financial Planning Services

Terry Bill (CRD# 3075873) is an Investment Advisor Representative working at Prudential Financial Planning Services in Centralia, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bts Of Swanea, Inc. Swansea, IL Feb 2012 - Current 4
Pruco Securities,llc Centralia, IL May 1998 - Current 18
The Prudential Insurance Company Of America Centralia, IL May 1988 - Current 28
Kaskaskia College Centralia, IL Sep 1977 - Dec 2013 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Sep 2002
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Terry L. Bill
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
83

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