Terry MayCRD Number: 1453998
Current Firm: Creative Financial Designs, Inc.
Terry May (CRD# 1453998) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 31 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Cutter & Company, Inc.
Wells Fargo Advisors Financial Network, LLC
|Creative Financial Designs, Inc.||Kokomo, IN||Apr 2003 - Current||14|
|May Financial Group Inc.||Greenville, OH||Jan 1998 - Current||20|
|Cfd Investments, Inc.||Kokomo, IN||Aug 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV