Terran TitusCRD Number: 2728539
Current Firm: Commonwealth Financial Network
Terran Titus (CRD# 2728539) is an Investment Advisor Representative working at Commonwealth Financial Network in Farmington, CT and has over 24 years of experience in the finance industry. Terran Titus 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.
Springboard Asset Management LLC
Advice And Planning Services
Northwestern Mutual Investment Services,llc
|Clearguidance Financial||Farmington, CT||Oct 2019 - Current||1|
|Commonwealth Financial Network||Waltham, MA||May 2014 - Current||6|
|Farmington River Financial Group||Farmington, CT||May 2014 - Oct 2019||5|
|Ing||Hartford, CT||Nov 2000 - Apr 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||Nov 1997|
Total Assets Under Management111,440MILLIONS
Total Number of Accounts436,517ACCOUNTS
Average Account Value$255,295
- 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)
- Publication of periodicals or newsletters
- 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, WY
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