Terry May, financial advisor Greenville OH

Terry May

CRD 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 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Financial Designs, Inc. Kokomo, IN Apr 2003 - Current 20
May Financial Group Inc. Greenville, OH Jan 1998 - Current 26
Cfd Investments, Inc. Kokomo, IN Aug 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Terry W. May
Phone Number: 765-453-9600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
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
  • Market timing services
  • 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, WY

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