Valerie Terrill, financial advisor Colorado Springs CO
90 score

Valerie Terrill

CRD Number: 5989165
Current Firm: Cetera Investment Advisers LLC

Valerie Terrill (CRD# 5989165) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Sep 2015 - Current 1
Cetera Investment Advisers LLC Colorado Springs, CO Sep 2015 - Current 1
Anb Bank Colorado Springs, CO Aug 2015 - Current 1
Westside Pepnet Colorado Springs, CO Jan 2015 - Aug 2015 < 1
Limon Chamber Of Commerce Limon, CO Jun 2014 - Aug 2015 1
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Dec 2011 - Aug 2015 3
Waddell & Reed, Inc. Colorado Springs, CO Oct 2011 - Aug 2015 3
City Of Colorado Springs Parks & Rec Colorado Springs, CO May 2005 - Feb 2012 6
Boston Eitc Coalition Boston, MA Oct 2010 - May 2011 < 1
Boston College Dining Services Chestnut Hill, MA Sep 2010 - May 2011 < 1
Country Club Of Colorado Aquatics Colorado Springs, CO May 2010 - Oct 2010 < 1
The Broadmoor Hotel Colorado Springs, CO May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Valerie K. Terrill
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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