Terry Rushton, financial advisor Cottonwood Heights UT
69 score

Terry Rushton

CRD Number: 1434175
Current Firm: Oneamerica Securities, Inc.

Terry Rushton (CRD# 1434175) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Midvale, UT Jun 2009 - Current 7
American United Life Midvale, UT Mar 2009 - Current 7
Bauer Captain Johnson, Inc. Salt Lake City, UT Aug 2008 - Feb 2009 < 1
Mml Investors Services Inc. Salt Lake City, UT Jan 2000 - Jun 2008 8
Massmutual Springfield, MA Nov 1999 - Jun 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Sep 2000
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:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Terry W. Rushton
Phone Number: 877-285-3863
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
69

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