Valerie TerrillCRD 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 5 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Cetera Investment Services LLC||St Cloud, MN||Sep 2015 - Current||2|
|Cetera Investment Advisers LLC||Colorado Springs, CO||Sep 2015 - Current||2|
|Anb Bank||Colorado Springs, CO||Aug 2015 - Current||2|
|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|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- Educational seminars/workshops
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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