Ted Terrion (CRD# 6876518) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 6 years of experience in the finance industry. Ted Terrion 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Founders Capital Management | East Hartford, CT | Jul 2017 - Current | 6 |
Northrop Grumman | Rancho Bernardo, CA | Jul 2016 - Jun 2017 | < 1 |
United Technologies | Windsor Locks, CT | May 2014 - Jun 2016 | 2 |
United Technologies | Windsor Locks, CT | Jun 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CT
- TX
-
Total Assets Under Management694MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$1,454,530
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NH, NY, TX, WA
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