Terence Pavlic (CRD# 2004968) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 34 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pavlic Investment Advisors, Inc. | Delafield, WI | Nov 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1992 |
- IL
- WI
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$402,776
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, WI
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