John TerlauCRD Number: 5313433
Current Firm: Ross, Sinclaire & Associates, LLC
John Terlau (CRD# 5313433) is an Investment Advisor Representative working at Ross, Sinclaire & Associates, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry. John Terlau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Ross, Sinclaire & Associates, LLC||Cincinnati, OH||May 2008 - Current||9|
|Fidelity Brokerage Services LLC||Covington, KY||Jan 2008 - May 2008||< 1|
|Fidelity Investments||Covington, KY||Mar 2007 - May 2008||1|
|Ark Asset Management Company Inc.||New York, NY||Jul 1999 - Mar 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management448MILLIONS
Total Number of Accounts1,104ACCOUNTS
Average Account Value$405,898
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, CT, FL, IL, IN, KY, MA, NC, OH, SC, TN, TX
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