Terrance Bogan, financial advisor Indianapolis IN

Terrance Bogan

CRD Number: 5904473
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Terrance Bogan (CRD# 5904473) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis, IN Oct 2019 - Current 1
Charles Schwab & Company,inc Indianapolis, IN Mar 2011 - Oct 2019 8
Iu Kelley School Of Business Bloomington, IN Jan 2011 - Dec 2012 1
Unemployed Indianapolis, IN May 2010 - Mar 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Terrance M. Bogan
Phone Number: 800-637-7455
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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